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Technology Stocks : Applied Innovation (AINN) - Network Mediation Systems
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To: Michael Greenberg who wrote (410)12/27/1999 9:22:00 AM
From: Richard Singer   of 468
 
I have read the Yahoo messages regularly for several years.

The most encouraging thing I see over there, is the increase in the number of posters, some new to AINN, and others resurfacing from past.

In most circumstances, I would be inclined to scoff. But if there is enough predictable growth on the top-line, AINN being in the right focus group, in the greatest bull market of all times, has as much chance of catching the wind as the next guy.

More of these kinds of statement from GM can certainly fan the flames:
<<The Company has received indications for a substantial number of additional AIscout orders during calendar year 2000 and is pursuing opportunities to increase penetration of AIscout in our existing base of regional operating companies as well as expanding into CLEC's." >>

I think we have to at least see the evidence of such growth in sales for Q4. If it is going to be there, continued stock price strength between now and earnings release is likely. After that, who knows?

Last week's announcement of 2.75mm of AISwitch sales are sales of NEW product to "new and existing" customers. This coming after the quarter ended, may be the rough total of sales of new products. Any additional sales improvement will then probably have to come from base sales improvements.

I'm taking my previously planned sell of 1/3 of my position off for now.
Instead, I plan to ride it all until I hear the conference call, to see how promising things may be.

By the way, this a.m. indicated opening bid: 7 1/2
Good luck,

Richard
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