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

To: Euan Hayward who wrote (34)	12/14/1999 9:48:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 141

Auto Nation no big deal.. Auto Nation is a big customer of CBLT, but AN's problems are no big deal. First, CBLT focuses on NEW car dealers. AN has 406 of them, and they are flourishing. Second, 6 of the 23 failed used car marts will be converted to new car dealerships. This was always part of the plan. Third, CBLT makes its money on recurring revenue, fee-for-service basis. It does not depend on taking a cut of revenue flow. Fourth, AN will be interested in CBLT's lead management system. Tough times call for chasing down quality leads. The market did not seem to punish CBLT today. It may be smarter than I give it credit for.