Ken, if you've got the time, can you provide your opinion re INPT's core competencies?
I've picked up a few shares @ 3.75 about a month ago, mainly based on the balance sheet numbers (cash), high R&D spending, plus their stated market being enterprise systems, which I figure to come back big time post y2K. As a kicker, I think the XML theme will work to drive the valuations higher, provided there are some incremental sales from the new product.
However, I really am not as familiar with INPT as I would like to be, so any info you can provide (typical sales, competitors, are they well regarded, etc.) would be appreciated.
TIA! |