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To: Frederick Langford who wrote (1141)7/7/1999 10:50:00 PM
From: Jeffrey L. Henken  Respond to of 3514
 
>Jeff, What's the url for Meyer group?<

Fred, here is the latest e-mail, just in, from the Meyer's Group:

The Meyer Group, Inc.
Email: EdMeyerJr@aol.com
Wednesday, July 07, 1999

We hope that you had a nice ride with HUMT (OTC-BB) and AHWY (NASDAQ).

NEW STOCKS!
STRONG BUYS!

$3.00 LXXI (OTC-BB) Lexico Resources International Corporation is in the business of acquisition, exploration, and development of natural gas and, to a lesser extent, oil properties. The Company is constantly reviewing investment opportunities and intends to develop a geographically diversified portfolio of projects, each of which exhibits a significantly positive net present value. We expect a big move in this stock over the next week, with major news ready to come out. We look for a move to the $5.00 level.

$0.77 PWRE (OTC-BB) Ocean Power plans to focus its primary efforts on
penetrating the enormous, worldwide market for potable water and reliable power. Its commitment to the use of hydrogen fuel cells as power sources will help it reduce the cost of desalinated seawater to become competitive with conventional sources. Although the goal is to become the largest manufacturer and user of hydrogen fuel cell systems, the Company will enter the market using conventional power sources. Rumors of strong buying coming into the stock short term target $1.50 - $2.00. We think PWRE has a lot of potential and should break upward quickly after it reaches the $1.50 - $2.00 trading area on any kind of strong news that we believe will coming over the next few weeks.

UPDATE!

$1.12 CRTZ (OTC-BB) Creative Recycling Technologies, Inc. we know that a major short position has been created in CRTZ. We believe that this creates a buying opportunity as the shorts try to cover.

UPDATE!

$0.90 EYDY (OTC-BB) Eye Dynamics, Inc., expect earnings report shortly. We look for continued revenue growth. Accumulate!

UPDATE!

$3 15/16 INSI (NASDAQ) INSCI Corp., we have been talking about INSI and the potential for it's Technology alone and the potential acquirers here is another example of why we think INSI is a STRONG BUY!

Last week it was announced that Macrosoft, a low-end competitor to INSCI, had been acquired by SER, the largest document management Software Company in Germany. Both are private so we do not know the price. SER probably has revenues of about $200 million.

This is a significant announcement for Unisys and INSCI in many ways. First, Macrosoft was resold by Unisys and was a potential alternative purchase for them. While Macrosoft was not suitable for Unisys purposes, Unisys could have used it to hold down a price for INSCI. It is now off the table.

Second, this vindicates Gartner Group's thesis that an imaging company must have a COLD product integrated into its suite. SER has document management but not COLD and was obliged to make this purchase to be competitive in the US market.

Third, this now creates yet another competitor to Unisys that has the full suite, in addition to Filenet and IBM. Unisys is under even more competitive pressure as a result. The pressure is even more serious for Unisys since its former partner Macrosoft, with whom it shares numerous customers, has now gone off with a competitor which can meet it head-on in the market.

Fourth, clearly COLD companies are getting hot. SER has upped the stakes for other companies in the digital document area who will now be forced to counter, making such companies more valuable. INSCI is clearly an even more valuable property as a result.

This announcement will put even more heavy pressure on Unisys to move even more quickly to shore up its document management offering if it is not to lose totally its remaining competitive position in the market.

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