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Technology Stocks : CNQR - Concur Technologies -- Ignore unavailable to you. Want to Upgrade?

To: TH who wrote (178)	12/19/1999 6:41:00 PM
From: TH	Read Replies (1) \| Respond to of 374

Someone with some insight, please shine a little light on this post. I am suffering from alcohol poisoning and a batch of bad olives. My thinking is only at 30%, which is 20% below normal. From: david harding Friday, Dec 17 1999 8:14AM ET Reply # of 0 Cisco's new billion dollar investment in KPMG and indirectly in CNQR, will prove to be the most used business to business platform of the future. The resulting vertical comunity will eventually include all of the larger KPMG customers as well as the CNQR software technology customers. Large scale acceptance of this trio is already accumulating. As far as stock price appreciation is concerned-- CNQR will be the greater beneficiary. This is pretty interesting to me. I think he is on to something, and maybe I just didn't realize how big this could be. Are there are facts to support "large scale acceptance of this trio"? Anyone have some thoughts on this. There is a new thread to discuss this synergy. Subject 32305 Good Luck. Thurston

To: TH who wrote (178)	12/20/1999 4:49:00 AM
From: Lane Hall-Witt	Respond to of 374

An earnings or revenue shortfall this quarter would be a devastating blow for CNQR. I have to believe that the company gave extremely conservative guidance after the fiasco last quarter -- witness the huge downward revisions in earnings estimates that came along with the wave of downgrades when CNQR pre-announced. I've been mildly concerned that CNQR has announced relatively few new customers this quarter, because this obviously is an important gauge of growth. But CNQR likely doesn't announce new clients until the product integration is already well underway, so it's hard to tell how many unannounced new clients might be in the fold right now. My belief (hope!) is that management understands that the company has to deliver this quarter and that they have the bar set properly to meet or exceed expectations. Until earnings-warning season is over, though, I guess we'll all have to hold our breath.