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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Gerald F Bunch who wrote (62201)6/12/1999 4:11:00 PM
From: GuinnessGuy  Read Replies (1) | Respond to of 132070
 
Gerald,

Interesting that you brought this one up. I was talking to an exec of a competing company and heard some very good things about AXNT. Definitely accumulate at these prices was the word given to me. Good management, good product, etc. I haven't personally dug into this one but considering the experience this person has in the sector maybe I don't need to. Haven't bought yet, though. Good luck.

Craig



To: Gerald F Bunch who wrote (62201)6/12/1999 4:42:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
GB, the main negative I see is that corporate spending on IT could come to a screeching halt this year. I think the reaction to the takeover was too strong, but when cos. don't make profits, it is hard to set a value on their shares.