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Technology Stocks : Intuit and the IBM/Banking Consortium
INTU 669.88-0.6%3:59 PM EST

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To: don kramer who wrote (10)7/26/1996 8:55:00 PM
From: tensai   of 25
 
Don,

I agree w/ many of the points you brought up and I'd figure I'd throw in my two cents since no one else is commenting on the stock these days. As a member of the financial services industry I have nothing but complaints about the company--their Investor Relations is one of the most non-attentive and unprofessional in my experience of calling up hundreds of companies, the insurance biz and buying "Milky Way" in Japan seem to be stringing the company WAY off course, and Bill Lane's exit as CFO shows how the finance dept has been running! From an investor standpoint, I also feel burned because Quicken is so awesome, not only in concept but product as well and there is just so much upside with electronic banking and financial software in general!! Does Scott Cook really have the balls or the business savy Bill Gates does to lead his company to becoming the next "Microsoft" as Business Week suggests???

-Matt (Tensai)
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