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Technology Stocks : Forecross Corporation : Y/2000 -- Ignore unavailable to you. Want to Upgrade?

To: Mark Jurik who wrote (1306)	7/27/1998 11:20:00 AM
From: Juraj (Yuri) Krajci	Respond to of 1654

Mark - expect to be flamed by the 'Duke of Hurl' as your post was merely informative, rational and objective.

To: Mark Jurik who wrote (1306)	7/27/1998 5:37:00 PM
From: Ruyi	Read Replies (2) \| Respond to of 1654

AS the saying goes every one has an opinion and are entitled to it. I find your post,interesting,somewhat informative, curious and a little on the bearish side on equity markets.That said and your uncertain outlook for Y2k sector,I'd say there is a little bit for everybody to chew on. You do seem to agree however FRX does have superior tech.,how they or other companies capitalize on the future is anybody's guess.Thats why I am long and I presume you are short given your apparent ever increasing pessimism with stocks and Y2k sector in general.

To: Mark Jurik who wrote (1306)	7/27/1998 9:56:00 PM
From: Rick Voteau	Respond to of 1654

Mark, have you ever been involved in "an off the shelf software solution" or conversion for a buisness. I have and I can tell you it takes a couple of years. Ask anyone who is converting to SAP. I think some of what you are saying makes good sense. I don't think businesses will change their software as it takes alot of training and IT resources and it takes project managers and facilitators etc. Most software packages don't exactly fit a particular business so there are either giveups or costly changes to the code. I don't think you have the right scenario in this case. Look ar Oracle's earnings. They will fall off and I believe are falling off becasue there isn't time to convert before Y2K. Even Oracle says so in their adds and I don't believe it is hype.