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Technology Stocks : ASD Systems, Inc. (ASDS) -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (67)	11/17/1999 4:16:00 PM
From: mike machi	Read Replies (1) \| Respond to of 491

Susan: Hope you still hold some CMGI... MM

To: Susan Saline who wrote (67)	11/17/1999 9:53:00 PM
From: Charles Zapata	Read Replies (1) \| Respond to of 491

This stock is difficult to compare to similar e-commerce recent IPOs because their strength is in the overall distribution organization. I looked at their customers web pages and did not find anything special. Basically, they are catalog specialists. So they simply put the catalog on the web without much innovation. This is not Amazon. On the other hand, they appear to have a great experience with distribution. They package this into an outsourcing service, and this might be a greater value. With a few new contract, I see the stock in the 20, but not the 100.