ANDA (Andataco) - formerly IPLS (IPL Systems) Message Board

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Technology Stocks : ANDA (Andataco) - formerly IPLS (IPL Systems)

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To: R.S. Blum who wrote (49)	3/12/1998 9:30:00 AM
From: R.S. Blum	Read Replies (1) of 107

Hey Wallace, What's the scoop on the CC? How about some tidbits? TIA--BTW, After taking a looksie at the #'s, I'm a bit disappointed in the progress. Although it's nice to see the reduction in LT debt at the slight detriment to ST debt. Also, the increase in GM and the supposed drop in head count for 'duplicate overlaping personnel', we have seen a big jump in salaries combined with this smaller head count has me scratching my head a bit. Further, the rev drop, athough expected, was more than planned imo. If not for the increase in the GM, we would have been slaughtered and I wonder if this can be sustained and/or further improved. I remain bullish. However, I don't think they have yet proved synergistic and these new high $ heads need to prove their worth. Next two Q's really need to show some sales. If so, we have a chance to reach some of Gems valuations. I just don't see it yet. I will continue to buy in dips as before, but I will also will be selling at perceived highs. I feel continued upward drift, but continued periodic volatility which is OK by me. What's your take? Scott

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