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Technology Stocks : Cobalt Group-(CBLT) -- Ignore unavailable to you. Want to Upgrade?

To: Paul K who wrote (29)	12/6/1999 11:40:00 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 141

Lead management System (LMS) will really add $$ The market yawned at the Lead Management System (LMS) software news. Too bad. I reviewed the Wit Capital report on CBLT. Wit knew this value added feature was coming. They estimated the LMS service would be billed to dealers for an extra $150 per dealer per month. That's in addition to the $200 for website management. Excluding all the other many "value added" features they will be rolling out in the next 12 months, CBLT can now get $350 per dealer in recurring monthly revenues. The monthly average through 9/29/99 was $219 per month. CBLT is now challenging CarPoint with superior initiatives. This is getting better and better. And the market does not give a shit! I think everybody is convinced that the Big 3 will do everything in-house. The thing is, it really doesn't matter. CBLT has carved out a nice niche, and they still work with Mercedes-Benz.