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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 (12800)	9/2/1998 3:42:00 PM
From: michael tantleff	Read Replies (1) \| Respond to of 13949

while the market decline has provided an abundance of cheap stocks, non is cheaper than VIAS. the price is a joke and this will be looked at as an astounding buy. Vias is trading like at 1/5 of sales. there business is very good and are buying stock back aggressively.. also y2k will still happen and in the next year a frenzy into y2k astocks will become national fancy. shades of amzn. buy vias. michael

To: paul e thomas who wrote (12800)	9/2/1998 3:44:00 PM
From: Risky Business	Respond to of 13949

Cognicase will get a tax credit equal to 60 per cent of the employee's salary, up to $25,000. That means the maximum would kick in for a person earning $41,666, and the employee would cost Cognicase only $16,666 when the credit is taken into consideration Cognicase is only deriving about 25% of their revenues from Y2k with all their recent acquisitions. thanks for your input, risky

To: paul e thomas who wrote (12800)	9/2/1998 4:10:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 13949

<<Re.: RISKY, I am never impressed by plans to build office facilities as delusions of grandeur often are accompanied by even greater increases in Fixed costs>> It was not COGIF's idea to build an office. COGIF is given a Govt. subsidy of $16000 to 15000 in employee salary per year for 9 years for 2000 employees. The office will be in old Montreal. (saw it in Globe and Mail or somewhere). If this is true, the amount of subsidy is estimated at $270Million coming to COGIF in the next 10 years. That is my understanding. Others can check this out. In a business controlled by skill labor the labor costs, not the fixed costs, and the marketing costs tend to be high as seen in 10Q's of such companies. Ram

To: paul e thomas who wrote (12800)	9/2/1998 4:24:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 13949

Humbly report, Paul, clearly COGIF has far superior fundamentals, growth, and non-y2k business in place, in comparison to TAVA. Why have you been choosing the latter over the former? Cheers, Svejk abitare.it

To: paul e thomas who wrote (12800)	9/2/1998 8:15:00 PM
From: Nanda	Respond to of 13949

PAUL, it looks like good beaten y2k stocks such as SYNT,IMRS,and CBSI are behaving very well even when sell off took place at the end of the day. SYNT should show relatively larger gain as the stock should be in parity with IMRS and CBSI. The latter two stocks are indeed big winners of last two days. I am working on my rosary beads regarding CMND. My tea leaves tell me that we should be hearing from CMND in the near future...naturally only good news will be appreciated.