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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: westpacific who wrote (26635)	11/11/1999 3:21:00 PM
From: Due Diligence	Respond to of 108040

GOYL looking solid and positive. Real turn-around story. DD quote.yahoo.com

To: westpacific who wrote (26635)	11/11/1999 3:22:00 PM
From: Jibacoa	Respond to of 108040

I bought CNQR at 13 and still holding it. Bought MWAR today at 3 7/8. I seems it has support at 3 3/4 and it has closed yeaterday's up-gap Bernard

To: westpacific who wrote (26635)	11/12/1999 8:09:00 AM
From: Kimberly Lee	Read Replies (1) \| Respond to of 108040

Good morning, West and everyone. I've played CNQR since it dropped to the 11 area several times but haven't done much fundamentals dd until yesterday. In early October, CNQR fell from 33 to 10 for announcing revenues shortfall, 8.6M to 9.2M vs expected 12.3 to 12.7M due to delayed closing. Much of these shortfall have been resolved in the post earnings CC on Oct 27. The CEO stated in the CC, "The revenue short-fall was primarily due to an unexpected delay in closing quarter-end business and a lengthening of the sales cycle caused by the expansion of our Concur eWorkplace suite of applications. Now that we have threea pplications within Concur eWorkplace, our sales process includes a broader range of departments within companies, and customers need additional time to fully evaluate our product." Since then, it has signed numerous new customers, including Samsung, First Union, Xicor, Ultrak and many others. The most important issue, however, centers on CNQR's expansion of its software suites. Originally, CNQR's product line consisted of mostly travel and entertainment software. But they have developed and have begun selling e-procurement software line, perfectly in keeping with the current Wall Street rage of B2B Ecommerce. In short, CNQR's mishaps in earlier Oct reminds me of CLFY a few years ago, except the CNQR's recovery has proved far swifter, thanks to Wall Street's recent infatuation with strong B2B Ecommerce technology.