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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (49367)	7/8/1999 4:37:00 PM
From: Burjis S.	Read Replies (1) \| Respond to of 120523

SF mistakes like yours I should have all the time! kidding aside I put a sell at 50 as I had to work tomorrow and I could not keep an eye on this one maybe my 55 target was realistic. HSGI what a willd run up into the close tried to catch it and it got away. SWCM watch this one carefully it is going to fly, picked this up on the YHOO thread: -----Original Message----- From: Glenn Parker [mailto:Glenn.Parker@Software.com] Sent: Thursday, July 08, 1999 6:54 AM To: Sw.com Prod Mgmt Tech Subject: Comment from Larray Barels on Yahoo Finance Home - Yahoo! -------------------------------------------------------------------- Yahoo! Top>Business and Finance>Stocks>Technology>Software and Programming>SWCM (Software.com, Inc.) Help - Add to My Yahoo! - Sign Out SWCM insights by: lbarels (49/M/Santa Barbara) 52 of 59 I just finished reading all the messages posted on the board and I want to start by saying I'm a major holder and have been since the company was 6 people. I was also the original Board Chairman. Since I'm no longer an insider, and haven't been for over a year, I can speak freely even in the quiet period. SWCM is a pure play infrastructure company with an absolute focus on email. Like other internet company's they have sacrificed profits in favor of market share, but they could change that any time they want. Many people on the inside expected a $50.+ price by the end of the first trading week, but hey, markets are markets and none of us can predict them with 100% accuracy. No one I know is disatisfied with the performance in the aftermarket. We all have lockups anyway and will probably hold the majority of our positions even after the lockup. Software.com could have gone public anytime over the last two years, John MacFarlane ( the founder and CEO ) and the board just wanted to have all their ducks lined up and be able to perform consistantly in the aftermarket, that used to be called high integrity. I have to admit even I thought that they waited a little long to come out, but now that they are I'm a huge supporter. All that said, this is not a flash in the pan company that might do something in the future. What it might be in the future is the major player in email. A big market getting bigger by the day. Think unified mailbox, ( email, vmail and fax all in one place) and smart directories. Expect lots of analysts to reccommend the stock after the quiet period. The company has not been a marketing driven company, it is a performance driven company with a talented and focused management team. The only thing that will stop SWCM from being a major player is their acquistion at a big stepup in price by Lucent or one of their current investors ( Cisco, AT&T, or HP ) or any of a host of other telecom players. Get a copy of the prospectus and read the client list, it's a veritable who's who of the telecom business. This is the real thing folks, not some hyped up will do company or an also ran but the early stages of a major player in Internet infrastructure. Look at the revenue curve, three years of near triple digit revenue growth ( and a current year on the same trajectory). With the money from the IPO SWCM is well positioned to remain the preimminent email player in the market and I predict you'll be hearing lots more good things about them in the year ahead. Mark my words. -------------------------------------------------------- Posted: 07/07/1999 09:14 pm EDT as a reply to: Msg 1 by YahooFinance

To: SMALL FRY who wrote (49367)	7/8/1999 4:42:00 PM
From: Burjis S.	Read Replies (2) \| Respond to of 120523

FLNK ....sleep well mon ami! Futurelink Signs Partnership Agreement With Net Perceptions IRVINE, Calif.--(BUSINESS WIRE)--July 8, 1999--FutureLink Distribution Corporation (NASD:OTC:BB:FLNK), a leading application service provider (ASP), today announced a partnership with Net Perceptions (TM) (NASDAQ:NETP), the leader in real-time personalization solutions. The alliance consists of two major components. Net Perceptions has chosen FutureLink as its Application Service Provider, providing its ASP services to Net Perceptions; in addition, FutureLink becomes the first ASP reseller of licenses for Net Perceptions' products. "This alliance is a pivotal development in FutureLink's e-commerce business strategy. The Internet is a hotbed for retail business, and our partnership with Net Perceptions establishes a strong foundation for FutureLink's participation in that burgeoning industry," said Cameron Chell, CEO of FutureLink. "Net Perceptions is a noted leader in the real-time personalization solutions industry, evident by their impressive customer base including CDnow, E!Online, Tower Records and Ticketmaster Online. We look forward to working with Net Perceptions to provide customers leading-edge ASP e-commerce solutions." As stated in the terms of the agreement, Net Perceptions will allow FutureLink to host, manage and resell software licenses on a subscription basis to current and future customers. FutureLink, at the forefront of ASP vendors, provides small and mid-size businesses with applications for a monthly fee. FutureLink provides application hosting, business consulting and outsourcing services as part of its overall ASP services. In addition, FutureLink and Net Perceptions will also partner for several key co-marketing initiatives. "FutureLink is an impressive and influential member of the ASP industry. Their ASP expertise, combined with their understanding of our business, solidifies our confidence in their abilities to deliver premium service," said Steven Snyder, president and CEO of Net Perceptions. "In addition, the trend towards real-time marketing, which enables more business to be transacted on line, is a significant factor in our growth. FutureLink will be a valuable partner in expanding our customer base and capitalizing on this emerging market." About Net Perceptions Net Perceptions is a leading supplier of real-time personalization solutions that enable Internet retailers to market to customers on a true one-to-one basis. Net Perceptions is the originator of the Realtime Recommendation Platform, which integrates collaborative filtering, neural network, fuzzy logic and genetic algorithm technologies, and automatically applies the optimum technology to whatever recommendation or personalization task is at hand. Net Perceptions' founders include the original team of University of Minnesota researchers who pioneered the concepts and applications of collaborative filtering. Net Perceptions products include Net Perceptions for E-Commerce, Net Perceptions for Call Centers and the Net Perceptions Recommendation Engine. Net Perceptions, based in Minneapolis, is a publicly held company (NASDAQ:NETP) which operates additional offices in New York and San Francisco. Nearly 85 Internet innovators have selected Net Perceptions solutions including: ART.com, Audio Book Clubs, Bertelsmann Online, Billboard Talent Net, CDnow, E!Online, iVillage, Planet Direct, SkyMall, Ticketmaster Online and Tower Records. Net Perceptions can be reached by calling 1-800-466-0711 or on the World Wide Web at netperceptions.com.