Mr. Cohen: Dirty Dozen Research: No Agenda is a registered investment advisor. Its purpose is to analyze, write, and distribute a thoroughly researched product that is absent of any bias or any agenda. Our research seeks to find truth and tell the truth. I'm the analyst institutions hire when they don't want a song and dance from traditional Wall Street research sources.
TWST: I understand your firm is focusing on company-specific Y2K
analysis. What is your firm's Y2K product, and what makes it unique in
your estimation?
Mr. Cohen: We evaluate and analyze about 3,500 U.S. public companies.
We make our analyses available to financial institutions, corporations
and individual investors. We are able to compare one company against
another company within a given industry group, using 20 essential
variables. We are the only people in the world who have the exclusive
agreement to use the IT (Information Technology) values for Y2K
comparison. No one else in the world has this data. Unless one knows
what the IT architecture is within a given company, they cannot
understand what a company is spending its Y2K renovation money on. The
IT infrastructure values are the Holy Grail of Y2K/IT analysis. Y2K
problems originate from IT complexity or lack of complexity. The name of
the Y2K analysis game is to compare Y2K spending against one company's
IT infrastructure, and then compare that company against other companies
within a given industry group. If you don't know what a company is
spending its money on, you cannot understand Y2K renovation reality.
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