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Gold/Mining/Energy : SLMSoft.com Inc.
ESP 53.22+2.2%Jan 27 3:59 PM EST

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To: David Michaud who wrote (19)3/7/1999 6:42:00 PM
From: nokomis  Read Replies (1) of 152
 
David,

SLM is definitely still on acquisition trail (which has scared away some of the intial investors who bought in at IPO price). Suggest you give Eddie Law at SLM a call (their CFO and the one who hosts the earnings conference calls to analysts)...

...there's no question in my mind that this is an excellent long term play: just how long, I'm not sure. But they have been very successful at making their (many) acqusitions profitable in a 2-quarter timeframe, which is not an easy task. As for their long-range plans, Eddie will be able to provide you with more (accurate) info than I ever could. Ask him for an investor kit to be mailed to you which should give you some valuable background.

I remain very bullish on this company, but you should really speak with the company itself to get a comfort level.

Cheers,
NOK
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