YEAR 2000 STOCK PICKING CONTEST Message Board

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Non-Tech : YEAR 2000 STOCK PICKING CONTEST

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To: Katie Kommando who wrote ()	12/24/1999 9:38:00 AM
From: Jess Beltz	of 1146

SWLDY - Smallworldwide ADS (NASDAQ) The company writes software for multidimensional data management. The software is particularly important to firms like electric utilities for their power production/consumption routing and management. They have a deal working with Oracle. The stock was hammered in 99 because of loss of licensing revenues in Germany, and then took a very conservative approach coming back, and was also depressed because a lot of software purchases were put off because of Y2K fears, but they just announced several contracts and things are on track to go forward from here. I believe this is a $50 (or more) stock by the end of the 2000 calendar year. SWLDY just had a 14% move Thursday, but that still puts it barely above $10. My money is where my mouth is; I'm long 5,000 shares. Jess Beltz.

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