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Technology Stocks : Applied Innovation (AINN) - Network Mediation Systems

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To: KEN G who wrote (36)2/20/1998 6:34:00 PM
From: Stitch   of 468
 
Ken,

Yup...you got it. It is hard to attach credibility to some of the things we see here on the threads. I have been rooting around on this one for a while now. Started feeling like I needed to make a "fish or cut bait" decision. I like the product area and it seemed that AINN was getting substantial opportunity to be evaluated. That alone is a good sign because these types of evaluations are no small commitment on the part of the customers involved. It means they had a fairly compelling story for their prospective customers to begin with. To me it is simply this. The company will relaunch if they get a major contract. Plain and simple. Its a sine qua non. Nice opportunity for a play if you can develop some confidence in the outcome of these evaluations.

Your post was very helpful, many thanks. I am also, very mindful, of insider information. They are often guilty of drinking their own bath water and perhaps that is as it should be. They need a source to fuel their enthusiasm to fight the good fight.

What is your list of competitive forces here? That is another area I am "gray" on.

Thanks again.
best,
Stitch
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