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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 (13200)	11/4/1998 8:55:00 AM
From: JDN	Read Replies (3) \| Respond to of 13949

Dear Paul: TAVA just hit a HOME RUN. Check out the press release. Hope you still have your stock. This may be explosive!! JDN

To: paul e thomas who wrote (13200)	11/4/1998 2:20:00 PM
From: paul e thomas	Respond to of 13949

Report on IMRS conference call IMRS had an outstanding conference call in that they provided tangible evidence that they are well on the way to reposition the company from being primarily dependant on Y2K revenues to other high margin business. IMRS has had over 50% of it's sales as Y2K based. The total of their current backlog and work in the pipeline is 75% non Y2K business. IMRS started 79 new projects in Q3 versus 28 in Q1 and 34 in Q2.Six of their top 10 customers are new customers.IMRS added 30 new non Y2K customers in the past quarter and have a total of 135 customers.Application Maintance now accounts for 64% of their backlog and pipeline. These contracts ate typically 20 MM$ contracts on a fixed price to be performed over 3 to 5 years.92 % of the contracts are in the 8 industries IMRS is focusing their marketing efforts on.IMRS remains confident they can maintain gross and net margins at present levels.After the year 2000 they believe major growth will come from component based technology they aquired.The Analysts were all very upbeat and asked detailled probing questions which suggest the strong buy recommendation 4 out of the 5 analysts following the company are doing so from a detailled knowledge of IMRS.

To: paul e thomas who wrote (13200)	11/7/1998 6:25:00 PM
From: Wil Faller	Read Replies (2) \| Respond to of 13949

Look for Goldman Sach's Upgrade on CRYSF this month Crystal Systems Solutions (CRYSF) Conference call would suggest that they will double revenue and earnings in 1999. They continuously pointed out that Y2K projects are expected to grow from 21% to 44% capital expenditures in 1999 as compared to 1998. That would put EPS at around $1.60, compared to the current street expectations of around $1.05. They also were directly asked if the problems that Micro Focus Group was having were company specific or industry wide. While being nice and trying not to say anything about the other companies, they made it quite clear that the do not have a problem. They are eating the other companies lunches do to superior products and service. Also, Crystal retains earnings, like Microsoft, in that they don't realize/report the earnings until the completion of the deal. These are earnings which they already have, but have not been reported. Like having a company piggy bank where anytime you need to increase your earnings you go take out some money. Anyways, for what it is worth they now have over $10 million in retained earnings. About $1.00 per share in earnings which they already have, but have not reported. Each quarter has seen an increase of about $2.5 million in retained earnings. In other words, were they to report all earnings for a quarter, rather than retain them, they would report roughly an additional $0.25 per share. The flip side is that with the retained earnings you can be quite sure that they will beat the street every quarter.