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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (14794)	9/10/1999 1:59:00 PM
From: TWICK	Read Replies (1) \| Respond to of 52051

Day Trading never paid off for me, except during Nov 98 - Feb 99. You couldn't lose on those Internut runs. But also then, most of my gains came from holding core positions in stocks like NSOL, and CMGI from Oct - March. Had I only traded any of those two, I would have possibly shyed away many times from getting back in because of the daily volatility. Those volatile trading days are over this year at least. I do not expect a "big" internet christmas rally either. It's a stock picker's market. Twick

To: Stock Watcher who wrote (14794)	9/10/1999 2:17:00 PM
From: TWICK	Read Replies (1) \| Respond to of 52051

SW, IINT looks really good. Just came up on my scans. Nice global software business plan. Partnership with PSFT. Improved balance sheet. biz.yahoo.com New contracts signed. Paid off all it's bank debt and will repurchase 2 million shares over time. Indus International, Inc. develops, markets, implements and supports a proprietary line of enterprise asset management software and service solutions for capital intense industries worldwide. For the six months ended 6/30/99, total revenues rose 7% to $96.7 million. Net income totalled $29.5 million, up from $4.9 million. Results reflect new consulting and implementation projects and $38.2 million in gains on the sale of the Company's investment in Tenfold Corp. Quarterly Highlights Quarter over quarter revenue growth was accompanied by other significant accomplishments: * Indus and British Energy, one of Great Britain's largest electric power utilities, announced the largest single EAM contract in the history of the industry, expected to exceed $60 million in revenue over three years for products and services. * The new Indus Knowledge Warehouse products were released for general availability after successful go-lives with key joint development customers. * Indus professional services announced that 24 Indus customers went live with Indus solutions during the quarter. * Indus improved its balance sheet by strengthening its cash position and eliminating all of its bank debt. The Company generated $15.4 million in cash from operations and received $46.2 million (pre-tax) in cash from the sale of its investment in TenFold Corporation. In turn, the Company used $14.7 million of its cash to retire all its bank debt. Nice chart: siliconinvestor.com Market Capitalization $170.4M Shares Outstanding 32.5M Float 10.7M Shares Short as of Aug 9, 1999 131.0K Top Institutional Holders Rank Institutional Name Report Date Position 1 LEHMAN BROTHERS HOLDINGS INC. 03/31/99 3,216,269 2 P.A.W. CAPITAL PARTNERS 03/31/99 1,282,000 3 CAPITAL GUARDIAN TRUST COMPANY 06/30/99 988,600 4 SELIGMAN J.W.&CO INCORPORATED 03/31/99 770,300 5 S SQUARED TECHNOLOGY CORP. 03/31/99 706,000 6 HEARTLAND ADVISORS INC. 06/30/99 507,000 7 HENDERSON INVESTORS LIMITED 03/31/99 287,700 8 BARCLAYS BANK PLC 03/31/99 222,620 9 STATE STREET CORPORATION 03/31/99 133,000 10 CITIGROUP INC. 03/31/99 107,000 Hhmm. Need to investigate this one further. Twick