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Technology Stocks : ACE*COMM Corporation (ACEC) -- Ignore unavailable to you. Want to Upgrade?

To: Kerry Lee who wrote (627)	11/11/1999 1:24:00 PM
From: AreWeThereYet	Respond to of 852

Kerry. No problem unless there is major expansion. ACEC cash flow returned to positive a few quarters ago and the balance sheet keep showing improvement on a quarter to quarter basis. Also take a look at these two recent PR: biz.yahoo.com biz.yahoo.com Andy

To: Kerry Lee who wrote (627)	11/11/1999 8:09:00 PM
From: Leeza Rodriguez	Read Replies (3) \| Respond to of 852

Kerry, GREAT to see you here. In some ways ACEC kinda reminds me of ANCR. Both companies saw torrid price movements a few years ago and then ALMOST bit the dust. ACEC had a 1 day stint under $1 a year ago. Between ANCR and ACEC, I feel like I have earned my warstripes. As you know I bought ANCR ~$6 many years ago, watched it scream to $40 in 10 days and then slowly watched it back down to $2 share. When it touched $2 I remember thinking....'this is the way people make millions'--Of course I was too chicken to do it, but I did hold on to some of those original shares. I have a feeling that you had more courage than I :-). That experience helped me to be brave with ACEC. If you ask me this is even more of a no brainer because we already have some very excellent gross margins AND consecutive quarters of profits. As I mentioned further down this thread, using a very conservative PSR= 4, yields a price target of $13 .And BTW- who is this Anthony dude? Should I be afraid or what? ;-) Another point I've been meaning to mention is that ACEC head count has remained the same for many quarters. Even when the stock price was flirting with the $1-zies , the employees were hanging in there --Also told me that the company believed in the vision of the new products. I think usage based billing is going to be one of the hot niche themes for 2000...right up there with storage area networks . leeza

To: Kerry Lee who wrote (627)	11/11/1999 9:41:00 PM
From: Madharry	Read Replies (1) \| Respond to of 852

Hi Kerry. As an ex-banker I can tell you that it is very unusual for a bank to reduce its lending rate like that from p+4 to P. It must have much greater confidence the company than before or it must have changed the terms and conditions of the facility to somehow have reduced the risk. My guess is that the clean audit opinion had a major impact on the degree of comfort. ALso the bank may see a lot of future business as it participates in the growth of this company along with its shareholders.