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Technology Stocks : CKCM: Click Commerce, Inc.

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To: NightOwl who wrote (79)7/28/2006 10:54:12 PM
From: Tom Caruthers   of 90
 
I bought back my full position in the AM as well. Roughly the same number of shares as I had the first time I entered the stock. The earnings report to me was good. Yes, taxes are a pain in the tookus, but if you compare apples to apples, the year to year growth was quite strong. The analysts on the conference call clearly were less optimistic about the progress being made at the company and have, in my mind, too much scepticism about organic growth prospects. The Army contract and the big box retailer should provide some oomph going forward.

I guess we'll see who's right and who's wrong in the long term. I am prepared to add more if it dips below $14.

Tom
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