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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 (11825)	6/3/1998 10:40:00 AM
From: JDN	Read Replies (2) \| Respond to of 13949

Dear Paul: Sorry have to disagree with you on SYNT as to outcome. First off stocks which APPEAR to be overvalued have a reason (check out MSFT) compared to many software companies it is way overvalued but it remains that way-one reason is locked in market. SYNT already has extreme expertise and reputation outside the Y2K sector, it remains to be proven that IMRS will do as well. Second there is a VERY SMALL FLOAT and MUCH of even THAT little bit is taken up by institutions and the Institutions LOVE SYNT. Check out INVESTORS BUSINESS DAILY AND ITS RATING ON SYNT. So in summary, just because a companies price is high is no reason for it to fall. So long as SYNT continues to magnificently execute its business plan I expect it to continue to rise. Margins will go EVEN HIGHER next year as FEES skyrocket. JDN

To: paul e thomas who wrote (11825)	6/3/1998 3:12:00 PM
From: P. Ramamoorthy	Respond to of 13949

Paul - Re.: RELATIVE VALUATIONS OF Y2K SERVICE COMPANIES There are 40 IT service companies detailled on 'STOCKSHEET' Thanks for the analysis. While the law of averages provide a comfort zone for the software sector in generality, an important point to note here is the "special situation" of the y2k stocks, which is the title of this thread. The special situation is imposed by the deadline of year 2000. Companies and govt. have no choice but to spend to correct them. Therefore, lumping y2k stocks among IT or software companies may give us a different picture. The flip side of this issue, is the earnings outlook after year 2000, which is also unique to y2k stocks. Companies that have sound plans in place will be winners. That is one reason why SYNT is selling at a premium. Just an opinion. Ram