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

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To: Robert K. Sims who wrote (8670)	10/30/1998 10:08:00 AM
From: Tech Master	Read Replies (2) of 10786

47 live contracts 19 vendor relationships... most recently Compuware relationship good 9 new contracts this month pending synergistic acquisition 1-2 ERP projects possible this Q ERP offerings are complementary to SAP, ORCL, BAAN, etc. offerings...VERY POSITIVE Gruder loaned company 3 million... pretty significant number. Y2K is a powder keg.... I am glad that he talked down expectations. May offer upside surprises from here. Some COUNTRIES haven't even begun remediation. Scary thought. It seems like they were very careful with offering up too many details. Numbers kinda sucked but Q numbers off due to sales reorganization. It sounds like it is clicking now. Reasons weren't more detailed, but with their model it can be effected if a project or two doesn't ship out. More info coming next week.

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