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Technology Stocks : ASD Systems, Inc. (ASDS)

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To: Amots who wrote (39)11/15/1999 8:57:00 PM
From: CrayUSA  Read Replies (1) of 491
 
To all: FWIW--We just may have a GEM here:

I spoke with CFO of ASDS on the phone today. I came away impressed. Mr. Bowe made some good points about his company saying that they had a more complete end-to-end e-commerce solution than CMRC and EDS, citing order processing and fulfillment capabilities of ASDS (amoung other things I don't recall). They clearly want to be a one stop shop business. In addition, I made comment to the stock price doing so well today. He said that they are glad the IPO is behind them so that they can focus more on the business strategy and moving things forward. Always like to hear that instead of hype. Also, I read today that ASDS is on a stock split watch by investmenthouse.com with a lot of very prestigious companies. I mentioned that and got a "huh first time I've heard that" response. I am not alluding to a stock split,, just curious that it was listed. All in all the conversation was professional and pleasant with no hype. He was very busy but still took the time to speak with an individual investor.

Cray
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