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Strategies & Market Trends : Drillbits & Bottlerockets

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To: John Pitera who wrote (8274)	4/19/2001 6:49:12 AM
From: Logain Ablar	Read Replies (1) of 15481

John: I like corv and having it added to the Gilder list helps in the evaluation of its products for what its worth. At this point in time it has a healthy balance sheet with appx $3.5 / share in cash. CMRC is tonight and I expect it to be more upbeat than ARBA's but thats not saying much. If they do not have growth over this qtrs $170m going forward its back to $6. The Covinsint CEO is good news (I guess the big 3 wanted someone independent of each of their individual interests) I think. We'll have to see how importan the SAP and MSFT arangements really are. Management sounded positive about their sales pipeline so maybe guidance won't be bad. They need to start generating a profit and as much as $170 vs. $35 (although the $35 excluded appnet) is good growth they are still @ 11 cents loss and now with many more shares. I see a lot of overhead @ $18 and then $24 with support now @ $6. ARBA is tomorrow am. SAP was last night. TIBX avoid for a while. Tim

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