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Pastimes : Triffin's Market Diary

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To: Triffin who wrote (78)	1/23/2000 12:29:00 PM
From: Triffin	Read Replies (1) of 870

SECTOR: DIGITAL DOCUMENT DELIVERY Call it what you will B to B, e-commerce, transaction settlements, EBPP, etc .. the fact remains that a huge amount of paper based transactions are going to migrate to the web over time .. those companies that sepecialize in document delivery, storeage, and retrieval should enjoy a huge demand for their software/services .. Symbol/last/shares/float/revenues/market cap ANCO @ 18 -- 14.3/6.6 -- 442 mm /256 mm INSI @ 6 -- 9.5/1.4 -- 13 mm /58 mm INTF @ 34 -- 4.5/4.2 -- 20 mm /152 mm MOBI @ 7 3/4 -- 18/3.8 -- 71 mm / 133 mm OPTK @ 23 -- 7.2/2.1 -- 22 mm / 165 mm VESC @ 4 5/8 -- 9/3.4 -- 125 mm / 42 mm PTEK @ 7 3/4 -- for equity in Derivion BILL @ 6 1/2 -- for equity in Princeton Telecom EOM--------------------------------------------------

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