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To: Dale Baker who wrote (12684)	12/5/1999 7:36:00 PM
From: Sultan	Respond to of 118717

Here are my comments on some of the stuff you raised.. FWIW. INFM as a software company belongs in the category occupied by the likes of PSFT, SAP, JDEC (So called ERP vendors, that is integrated sets of applications in human resource, financial, supply chain etc.) INFM is smaller and cater to smaller companies compared to the others.. These group of companies, were booming until about a year ago mainly because companies were buying these software in drove either for competitive reasons or in a lot of cases had decided to dump their older applications instead of upgrading for y2k.. Since these are complex applications, takes a long lead time to install, things began to dry up because any one who wanted to get in due to y2k had done so and any one who did not was not about to take a chance with y2k just around the corner.. All of these companies hit the lows, revenue and net income in the dumps but have stabalized and gradually have been climbing back.. Hence, my opinion that once y2k is out of the way, with newer products etc. and the fact that INFM market cap is not even 1 time sale means we have a room here for substantial improvement over next 6-12 months... SGNT belongs with the likes of COGN, BRYO, BOBJ, ARDT, HYSL etc.. of the lot, I still own COGN and a bit of ARDT which was bought out last week by IFMX... No position in SGNT although I noticed the company when it was around 10.. THat is not a comment on SGNT as an investment. Just slipped through and I am not inclined to chase... As for JCDA, I have not looked at them too close but the software category that you are outlining sounds a lot like two companies that was bought out by NETM last 2-3 months ago. That is Simware and Wall Data both with product lines and reasonable amount of market penetration... Used to own Simware and thought about buying NETM when it was around 2.5 but never did. Mainly because of numbers of shares outstanding. Too bad I forgot all the money they were sitting on... This probably also explains why the stock has moved up... As you can see there is a pattern here.. I find my share of the likely winners and naturally some of them slip through for one reason or the other..