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Strategies & Market Trends : Three Amigos Stock Thread

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To: Pilot who wrote (14906)	4/7/1999 9:32:00 PM
From: Phil Jacobson	Read Replies (1) of 29382

Pilot, Was off the thread but Sergio told me about ICOR last night. Thankfully I got a chance to look at it around 2:00 and liked what I saw...got in at 7 then again at 7 1/4. I like the company's niche. Seems well positioned on messaging and directory services which will be a very big growth area in managed internet services over the next year. They are focused on MSFT directories, not NOVL. Interesting in that sense because Novell's directory is far more robust than MSFT's Active directory, and the fact is, Windows 2000 has been experiencing incredibly long delays in deployment and having lots of bugs. Of course, MSFT has never been a real technology leader and their marketing usually makes up for their technology problems. But any further delay in Windows 2000 will cause problems for ICOR and I consider delays to be likely. That said, I've gone ahead bought ICOR, at least for a 1 to 2 week trade. MSFT came out sometime today and said the latest beta of Windows 2000 will be released at the end of this month. Don't know what time it came out but it may have helped kick up ICOR today. Phil

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