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

To: P. Ramamoorthy who wrote (12238)	7/6/1998 5:37:00 PM
From: John Mansfield	Read Replies (3) \| Respond to of 13949

' India Lacks 2000 Bug Programmers search.washingtonpost.com

To: P. Ramamoorthy who wrote (12238)	7/6/1998 9:26:00 PM
From: BM	Respond to of 13949

To Jeff, Josef & Ram Thanks for your replies - my comments. >> ALYD does not sell tools. They sell a service where they use their own proprietary tools in-house. Jeff, a missed opportunity perhaps - Informission is getting gross margins of 82.4% on sales of their tools. Much higher than consulting work (which they also offer). More importantly, once their reputation is established and propagated with Y2K and euro successes, I am hoping that they'll become the leading source of software, consulting services and factory conversions for re-engineering legacy systems for the Web (currently in development). Just imagine, once Recyc-Web Objects is released, a double triple-threat will become a triple, triple-threat! :-) >> Humbly report, BM, as far as I can tell, Euro work is so very far on the back burner - across the board - that it might as well be in the fridge. I agree that this certainly seems to be the case from a North American perspective. I expect that the continental European perspective may be somewhat different. >> Hasn't Euro conversion started? Ram I imagine that it has - Jan 1, 1999 is even closer than 2000.