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

To: Walk Softly who wrote (37903)	12/3/1999 11:52:00 AM
From: Mr.Manners	Read Replies (1) \| Respond to of 108040

from Tmex thread To: +SpinCity1 (112507 ) From: +MikeUSA Friday, Dec 3 1999 11:47AM ET Reply # of 112510 BITS super hot XML technology! Microsoft announced yesterday that they are scrapping their Visual J++ (Microsoft Java) and selling the tools to Rational. They are now committing to XML as the standard for their web applications. This means that XML is going to make it into the mainstream investor 'mind' in the next few days, and people will be looking to gobble up small value-priced XML companies. BITS should provide a wonderful, wonderful return.

To: Walk Softly who wrote (37903)	12/3/1999 11:55:00 AM
From: PammyLee	Read Replies (3) \| Respond to of 108040

IMAN . Alert!! Might be last chance to get IMAN at these levels. Monday is the 19th day for IMAN. Read on: e-Commerce website management software This firm provides tools to organize web sites, bringing together diverse content such as e-Mail, voice mail, fax, photocopies, and applications. Its primary use is within large organizations with complex projects and is an adjunct to an Enterprise System. The firm's initial niche has concentrated on legal applications. Its strategy is to evolve on a vertical industry basis. Customers include several national law firms and AirTouch Communications, AOL, Schwab, and Wal-Mart. The firm emerged from start up in 2H'97 and is growing at a 252% rate with 1999 revenues forecast in the $19.4 million range Customers: We have licensed our products to over 500 customers... The following table lists our top twenty law firm customers, in terms of billings, since January 1, 1998 and our non-law firm customers that have purchased licenses in excess of $50,000 since January 1, 1998. Airtouch Communications Inc. Minter Ellison America Online, Inc. Morgan, Lewis & Bockius LLP Charles Schwab & Company, Inc. Motorola City of Phoenix National Association of Securities Dealers Choice One Communications Paul, Weiss, Rifkind, Wharton & Garrison Cleary, Gottlieb, Steen & Hamilton Pillsbury Madison & Sutro LLP Commodities Corporation LLC Ropes & Gray Cravath, Swaine & Moore Sidley & Austin Federal Home Loan Bank Chicago State of California Fraser Milner State of Indiana Fried, Frank, Harris, Shriver & Jacobson Stoel Rives LLP Gibson, Dunn & Crutcher LLP TIAA-CREF Herbert Smith Vinson & Elkins L.L.P. Jenkens & Gilchrist, A Professional Wal-Mart Stores Inc. Corporation Wilmer, Cutler & Pickering Lane Powell Spears Lubersky LLP Wilson, Sonsini, Goodrich & Rosati, Marriott International, Inc. Professional Corporation Mayer, Brown & Platt McDermott, Will & Emery I'm adding on every 1/2 point dip today (if there are any).

To: Walk Softly who wrote (37903)	12/3/1999 3:35:00 PM
From: Mr. Big	Respond to of 108040

ADRN moving now. HUGE volume for 700K float. Could be BIG.

To: Walk Softly who wrote (37903)	12/4/1999 11:03:00 AM
From: Walk Softly	Respond to of 108040

BITS... it may be over... but this is interesting.. 3 Dec 16:28 By Frank Byrt BOSTON (Dow Jones)--Bitstream Inc. (BITS) closed Friday at 3 17/32, up 20.2% on huge trading volume for the software company. But a company official said there has been no information released by the firm to prompt that reaction. The stock at one point reached a 52-week high of 6 in Friday trading, on Nasdaq volume of 6.2 million. Average volume for Bitstream is 51,961. "Right now, it's hard for us to tell what caused it, but we're trying to find out," said Anna Chagnon, executive vice president and chief financial officer of the Cambridge, Mass., company. "We have no analyst coverage, which has worked against the company (and its performance in the market), and we've seen little information out there (about Bitstream) so that's why it's a surprise," said Chagnon of the share price rise. "But we think our stock has been undervalued for some time," said Chagnon. "We went public in 1996 at about $6 and went to as low as $1.25 or so, and it stayed there. So it has never really taken off in volume or price, and we always thought that was a mistake." Bitstream is a developer of software used in type technology, digital typefaces, and type customization services for the graphic communications industry. Chagnon said Bitstream's financial statements indicate a healthy company. One of the company's product lines is software used in "font-rendering technology," Chagnon said. It is used in computer printers, and set-top boxes, which include applications in interactive or Web-TV. "That area is predicted to grow significantly and we are a leader in that," she said. The Bitstream software is also embedded in program controllers used in computer screens, palm-top devices and smaller built-in component applications. The market wants devices such as those to be smaller and faster with clear resolution, Chagnon said, and Bitstream has been able to provide that through its software technology. Another of the company's products is used in on-demand publishing, enabling the user to prepare customized documents quickly from a wide range of computer-controlled printing devices. Bitstream acquired that technology by buying Archetype Inc. in April 1997. "That business is one of the things our investors are really watching as it is cutting-edge in the marketplace," said Chagnon. -Frank Byrt, Dow Jones Newswires, 617-654-6742 (END) DOW JONES NEWS 12-03-99 04:28 PM