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Technology Stocks : Carnegie Group(CGIX)-hidden gem?
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To: Marie Hsu who wrote (6)2/9/1996 10:16:00 AM
From: bill small   of 144
 
Marie, I am a recent new investor in CGIX and don't have personal first hand experience with their products/services. But I do understand their technology/services and I believe it is leading edge in solving complex problems of their customers. I have personal experience in the revolution going on in the US in changing process which companies use to do their business into more efficient and quicker ones. This whole area is called reengineering and has been responsible for much of new ways companies have of doing without as many people as in the past;ie. improved processes mean less manpower. The way this is done is a team of people design a new process then implement a new process which generally involves much greater "automation" than the old process had. CGIX helps their customers design and implement the tecnology of the new process.

I don't understand the stock movement myself but I hope to see better stock movement in next few days. CGIX has been prompt in responding to me so you should get your package shortly.

The second analyst report I mention previously is out now I believe and I have a copy on the way. Hope to get it by weekend and will post soonest.

I am very active investor in many stocks especially tech and bioteck stocks. A recent buy I made is Informix. I am looking to find a few good communication stocks which aren't very overpriced yet but picking are slim. I have bought USLD and TLTK (subject of much discussion on SI) on the expectation they will get bought out as larger companies gobble up long distance companies. I am especially tempted to buy NETM at curent price but wonder if there is something fundamental about the company I don't understand because their stock price is so cheap.

How about yourself? What other investments? best.........Bill
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