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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation -- Ignore unavailable to you. Want to Upgrade?

To: the dodger who wrote (1623)	5/25/1998 10:23:00 PM
From: Graham Dellaire	Read Replies (1) \| Respond to of 2011

Hey Dodge I totally agree. One sector to stay the hell away from is financials... it is going to be a blood bath! I am in the process of liquidating fairly large positions in some banks and brokerages... strictly because of Y2K problems. I think IAIC is a "fun" little turn around play as markets don't care about rationality and if IAIC can piggy back with CA and get some other contracts and put on the facade to appear to have revenue generating projects for after the year 2000 then the stock will go up. They just got hit so hard recently I think we are the bottom. I am interested in hearing what sectors you think will be Y2K proof. I think most mid size manufacturing firms will get destroyed if they haven't already started Y2K preparations. Manufacturing is really problematic as all your distributors and suppliers have to be Y2K compliant... big task. Nortel and a few other big techs are trying to limit their suppliers to those that are Y2K compliant. So how about it dodge. Looking forward to your response. Graham

To: the dodger who wrote (1623)	5/26/1998 8:23:00 AM
From: Matthew F. Kern	Read Replies (3) \| Respond to of 2011

Dodger: I agree about the possibility of killing the bull market with Y2K remediation failure on a widespread basis. My personal thoughts include the need for laws to hold irresponsible executives accountable for failure to fix Y2K. I don't think it's a done deal that the market will crash however... Whatt about this: Buy the people with Y2K compliance who will clean up the failed competitors, perhaps buying them at pennies on the dollar. The winners will still have working software and accounting, the failures will not. Again, I am not certain, but the strategy may be sound if your favorite company is prepared for it. As for ZITL VIAS, I would rather do IAIC as well. CAST cum UNICAST is pretty stable with a 15 year history. After several rounds of fine tuning translation cases, the rest flies. There is no need for check & recheck of final product if tuning was accomplished well. You ought to go see it in use. However there is plenty of labor in analysis, test, setup. IAIC has direct billing employees of course, and your point on labor is a good one. All the extraordinary earnings talk has it's points, but almost every contract in the software services business is in the same category. Almost all last only a few years, some as little as 1 or 2. Entire technologies often come and go in 1 to 5 years these days. A company like IAI can turn this extraordinary situation into a step up to a large stable business base. Step 1 is acknowledging that you are doing that. As for CA & turning position into contracts into revenue, IAI is moving along on target. There will be truckloads of money moving through IAI in the next few months as far as I can see. The CA connection is real and working from where I am watching. IAI looks like a good buy at 10-15 to me. CR and others predict a surge in price. All IAI has to do is offer solid plans for post 2000 and make itself a well known company. ....................Matt