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Technology Stocks : CATP-The stock is taking off -- Ignore unavailable to you. Want to Upgrade?

To: Ram Seetharaman who wrote (538)	3/20/1999 6:22:00 PM
From: Rick	Respond to of 782

This post is the first in a 6 post series that will describe why I believe Cambridge Technology Partners is now a good value and a wise investment at its newly discounted price. The most recent blowoff provides an excellent opportunity for those willing to ignore the emotion of the moment, keep one's head while the CATP world seems to be crashing in, and not fall prey to the buy high/sell low trap set by Wall Street analysts and the odious and selfish duo Mr. Sims and Mr. Toscanini. The posts are organized as follows: 1. Introduction 2. IT Industry Picture 3. CATP Numbers 4. Important Risk Factors 5. Intangibles Cheers. JBD. P.S. I bought shares on Friday at $11.50, so I am potentially biased. However, I am a pragmatic investor and work hard to hold only stocks I feel strongly are good value or a good short term trade. I believe CATP to be both at this stage in it's always entertaining corporate saga.

To: Ram Seetharaman who wrote (538)	3/20/1999 6:22:00 PM
From: Rick	Read Replies (2) \| Respond to of 782

Industry Picture - Part 2 There continues to be a general shortage of highly skilled technology labor. Add that companies continue to like the flexibility of outsourcing arrangements, and the demand for services still looks good for the forseeable future. As Y2K work diminishes, some tech labor will be freed up, reducing wage pressures on the one hand, but also reducing pricing power for services rendered. The overall effect is hard to predict, so I will suggest that they will be offsetting and not such an important factor. Industry consolidation will continue, as economies of scale continue to be the rule in our new, more global economy. CATP, once a hungry acquirer is now attractive prey for large global players like IBM, Computer Sciences, SAIC, Unisys, etc.