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Technology Stocks : Crystal Systems (CRYSF) - AD 2000 Solution IPO -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Michael who wrote (519)	9/13/1998 11:16:00 PM
From: Dowjoe	Respond to of 572

Some months ago, I saw the CEO of Crysf on CNBC. He was impressive and positive on the future of his Co. He also stated that he felt that his company has more work for the Euro conversion than Y2K and he felt that they would have more work on that front. We are about 4 months away from that scenario. Has anybody heard of this source of business for CRYSF lately. Most of the US companies concentrating on Y2K are not involved in Europe. dowjoe

To: Kevin Michael who wrote (519)	9/14/1998 11:55:00 AM
From: P. Ramamoorthy	Respond to of 572

Kevin - It is hard to predict whether another bull run might occur in the y2k sector. Y2k problem has been getting a lot of attention. At the same time, "conventional" investors and traders do not look beyond the year 2000 and scare potential investors away from the companies. The companies like CBSI, SYNT, CMND, COGIF, SPNSF, etc. have all implemented plans after year 2000. Some have stopped accepting y2k contracts, some have stopped accepting y2k contracts if future IT business was not included. Such companies are showing earnings growth (with an added advantage of cheap off-shore skill labor) and have plans to expand their business geographically as well as to mid to small cap ($500Million gross) clients. We need to view them as Information Technology outsourcing companies and analyze them accordingly for investment. Many small cap stocks (non-y2k and y2k) are selling at cash value. There may be a sell-off in October when such stocks may be sold off at bargain prices. Basically, investing in a good company with fundamentals and management will no longer assure capital gain, unless these companies are bought out bigger companies. It is the demand vs. supply for a stock will give us the gains - a sign of bear market (?). Ram