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Strategies & Market Trends : Low Price/Cash Ratio Value Stocks -- Ignore unavailable to you. Want to Upgrade?

To: MCsweet who wrote (167)	6/7/1999 10:18:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 1931

Mcsweet: One of these days I'm gonna call OPTS with a list of ?'s and try to get to know them a bit better. SEEC: If they can't make money on Y2k remediation this year [forecasted loss] when can they and how much will they blow to "reinvent" themselves? I looked at y2k group from the short side about 2 years ago when Viasoft and stuff like that were doing what internet IPO's do today...the skeptical bias is still with me. Even though I like a company with a bunch of cash, some are too stupid not to lose it. CDEN looks interesting, but like you, <<I haven't dug far enough to figure out why it is so cheap>> Did see this comment on YHOO: messages.yahoo.com I haven't got wrapped around what he's talking about, but it's food for thought. Meanwhile, I've started a file on CDEN and will dig further. Thanks for the heads up bob