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Technology Stocks : THEO & W - internet play - next Lernout & Hauspie (LHSP)

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To: blankmind who wrote (1)2/5/2000 5:00:00 AM
From: blankmind   of 2
 
more from raging bull, including an interview w/ the ceo:

- There's a live on-line interview with the CEO at:

wallstreetreporter.com
- MMARCO, thanks, I'm listening to the interview now

- Randy Morris - saying lot of Fort 500 type clients; this is great, talking about web sites in all these other languages; developing automated translation to beat the competition; multi-lingual web development; THEO is relatively unknown; $14 mill in sales on almost no advertising; just word-of-mouth; competes with US Web; Razor Fish; as we can do multi-lingual, we have a competitive advantage over these other, bigger players; in the process now of putting together a round of financing with VanKasper; we're in Metropolitan NY where our customers are; but we want to expand to the West either by partnering or acquiring; there's intranet opportunities; so the funding would allow us to pursue all these opportunities; #1 priority is to get the word out - our shares are extremely undervalued; we get good referrals from our current customers; #2 priority is to continue deploying these great translation technologies; saying to look at our competition such as US Web & Razorfish; we're going after the same business; except we have multi-lingual capabilities but they don't; now talking abotu Berlitz & some others; saying they don't have the sophisticated web cabilities like we have; "we're extremely undervalued compared to our competition;" due to the lack of exposure; shares well undervalued; we're one of the few .com's that is a winner

- the above are my notes - not a verbatim - but as you can see, it was all very positive
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