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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: JDN who wrote (529)	6/26/1997 5:09:00 PM
From: Mad Monk	of 10786

JDN: Thanks for the compliments. To be honest with you, I don't deserve it. All the other folks such as Jeff, Rich, Dwight and Rick did all the fundamental DD work. I happened to march in at the right time. Hence I am over-rated, just like the Y2k sector. Yes, I am aware of Peritus (PTUS). But I am not qualify to comment on its tools and other business. David Eddy, Kevin Watson and TEDennis are the guys that could help you. As I stated several times before that I am only a tea leaf reader who is hooked on volume/price data. Since this data is not available, I could not comment on it. If I do open my big mouth, I'll be feeding you BS. I pass. However, the on-going programmer shortage trend tends to favor automatic tool vendors. For recent IPO examples, please pull the charts of SEEC and CBSL and draw your own conclusions. Welcome to the mad world of Y2K and best wishes to your investments. Regards, Mad Monk

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