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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (11792)	6/1/1998 12:14:00 PM
From: P. Ramamoorthy	Read Replies (2) \| Respond to of 13949

Paul - Re.: IMRS Thanks for clarifying. Their answers were consistent with the expected earnings growth and cash of $150Million by 1999. (1) their margin of 17% seems to have come down from 23-26%. Is it right or I have misunderstood their numbers? (2) your last sentences are disturbing. (The bottom line is IMRS has the potential to dramatically increase the scale of the business. I am not sure they yet have sufficient depth of really top notch people to grow 10x their present size) This statement could apply to many y2k companies. Could this be a reason for the downtrend in the y2k sector? Am I missing something? Ram

To: paul e thomas who wrote (11792)	6/1/1998 1:20:00 PM
From: 45bday	Read Replies (1) \| Respond to of 13949

With all the focus on the TAVA's, SEECs, IMRS's etc. don't fail to notice the earnings report just released by ISLI. Let's see if they follow trend and retreat from a great report or take off as they should.