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

To: DD™ who wrote (12697)8/14/1998 12:46:00 PM
From: JDN  Respond to of 13949
 
dear DD: TAVA IS A FACTORY INTEGRATOR. Have large base business and making incredible strides into the boardrooms of Fortune 100 companies, into the HALLS OF CONGRESS, into the regulators of the UTILITY industry, even into the floors of MEDICINE. So why cant Briefing.com be HONEST? JDN



To: DD™ who wrote (12697)8/14/1998 12:49:00 PM
From: Jeffrey S. Mitchell  Respond to of 13949
 
Briefing readers who followed our lead back in November and invested in the system integrators because they showed actual signs of booming revenue, not just promises, are still sitting on big gains.

In the last three quarters, ALYD has gone from .00 to .09 to .16. Show me a system integrator with better growth.

It ain't about growth. It's about the lack of staggering growth. For better or worse, everything surrounding Y2K is measured in extremes. Y2K philosophizers have been painted as a bunch of Chicken Littles ready to retreat to their fortified bunkers once the clock strikes 2000. Anyone who owns a Y2K stock must be one of them. It's hard to measure up to an extreme.

Do we deserve it? Maybe. But consider the options: if we were indeed wrong, that corporations worldwide are quite capable of dealing with Y2K internally, then we can kiss our portfolios goodbye; on the other hand, if come '99 and they finally realize they can't do it themselves, say hello to a deep worldwide depression the likes of which we probably can't even imagine. How's that for extremes (gg).

- Jeff



To: DD™ who wrote (12697)8/14/1998 2:48:00 PM
From: paul e thomas  Read Replies (1) | Respond to of 13949
 
Both CACI and TSRI have introduced software to verify that code has been succesfully remediated prior to putting it back in service. The important point is that it is clear that Y2K remediation must be done properly as systems can become contaminated if improperly remediated subsystems are put back in service.The Federal Government is experiencig such failures according to A former Army CIO who now works for CACI


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