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Technology Stocks : IMRS A Y2K FIRM SUCCESSFULLY REPOSITIONING ITSELF -- Ignore unavailable to you. Want to Upgrade?

To: RBB who wrote (60)	1/26/1999 7:44:00 AM
From: Nanda	Respond to of 188

RBB, nothing to write home about. IMRS may see 19 to 20 before it moves back up. There is a lot of downward pressure. It may be in 28 or higher at the time of earnings.

To: RBB who wrote (60)	1/26/1999 11:13:00 AM
From: Wizard	Respond to of 188

Alex Brown downgraded the entire group. His estimate on IMRS of .82 for 1999 is not based on reality, its a macro call based on what he's hearing on lesser companies like CHRZ. He lowered his 12/98 quarterly estimate to $.19 and they are likely to do $.21 so his numbers will be discarded as bs analysis when they report the quarter next month. Its too bad that there are so many crappy companies in this space that can't grow their businesses consistently. IMRS has executed extremely well and will get through y2k unscathed. $.97-$1.00 in 1999 and $1.20+ in 2000 without any acquisitions. KEA is at 18x 1999 EPS. IMRS is at 27x consensus 1999 EPS. IMRS deserves a premium but a 50% premium is plenty. KEA has executed as well so they will trade together.