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To: H James Morris who wrote (77671)9/18/1999 12:54:00 PM
From: re3  Read Replies (1) | Respond to of 164685
 
haha James...

eh, did you close your mot short ?

question...if you use a max pain of 5 $ a share...why not buy the call option thats the second strike above current prices...i.e. if mot is @ 93, buy the 100 calls...this way if you are wrong about the short, you are hedged and don't have to call in from the golf course...

ike



To: H James Morris who wrote (77671)9/18/1999 1:40:00 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 164685
 
E.piphany helps companies increase the value of their customer relationships through the E.piphany E.4 System?, a Web-based, packaged analytic solution that connects and analyzes customer data from inside and outside the enterprise-from ERP, legacy, E-commerce, third party and front office sources.

LOL! Epiphany has this product that used to be called BYOB (build your own business). It is a bunch of SQL queries against your ERP system that takes the data and puts in in a huge flatfile. Then, there are a bunch of front-end tools to BYOB that allow for quick access of "sliced" data (data warehousing stuff)... customers in region 2 that have bought servers in the last 3 months, etc. - stuff like that.

The real value add is in this flatfile being easy to access vs. doing normalized queries against the ERP - that would be too slow. But, the problem is ERP data is highly customized and therefore epiphany is highly customized, and then it becomes a question of whether to buy this product or just build something yourself.

I predict 90% of epiphany investors don't have any idea what their product is, etc.



To: H James Morris who wrote (77671)9/19/1999 11:08:00 AM
From: Glenn D. Rudolph  Respond to of 164685
 
Glenn, I'm the comma king around here, and your spelling sucks sometimes too.

My spelling is bad sometimes? It is a bad most of the time.

Glenn