Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Lane Hall-Witt who wrote (78916)	1/13/2000 2:54:00 PM
From: Lane Hall-Witt	Read Replies (2) \| Respond to of 120523

CNQR is offering a high-risk, speculative opportunity for traders right now, I think. Over the past couple of days, it has dropped from the 31s to the 25s on extremely light volume. The MMs are taking advantage of the current market uncertainty to shake the tree -- with little success, as very few sellers have showed up. CNQR will be announcing earnings next Wednesday (Jan. 19) after the market close. There has been no pre-announcement, and CEO Steven Singh recently purchased 17,942 shares on the open market. The wildcard factor that makes CNQR especially interesting is that its 4Q1999 10-K listed a number of customers that haven't yet been announced in company PRs. It would be helpful if one or more of these companies was a procurement customer, obviously. Here are the still-unannounced clients: Columbia/HCA Healthcare (COL: 199,000 employees) The Gap (GPS: 111,000) Marsh & McLennan (MMC: 54,300) Broken Hill Proprietary Co (BHP: 50,000) PPG Industries (PPG: 32,500) Reuters (RTRSY: 16,938) Occidental Petroleum Corp (OXY: 9,930) Bear Stearns & Co (BSC: 9,808) Amerada Hess Corp (AHC: 9,777) American Management Systems (AMSY: 8,100) Quantum Corporation (DSS, HDD: 6,300) Cambridge Technology Partners (CATP: 4,444) Battelle Memorial Institute J. Walter Thompson Here are some additional clients (announced in PRs or prior SEC filings) that do not appear on the CNQR Web site: Hewlett-Packard Co (HWP: 124,600) Rhone-Poulenc Rorer (now Aventis, AVE: 65,180) Texas Instruments (TXN: 35,948) The New York Times (NYT: 13,200) Lehman Brothers (LEH: 8,873) Brite Voice Systems (now InterVoice-Brite, INTV: 722) Freudenberg-NOK Fujitsu Levi Strauss OnePoint Communications Corp Royal Insurance Zurich Commercial (now Zurich U.S.) Customers listed on the CNQR Web site can be found at: concur.com

To: Lane Hall-Witt who wrote (78916)	1/18/2000 2:02:00 AM
From: HeyRainier	Read Replies (1) \| Respond to of 120523

Lane, re: Perot Systems (PER), in my opinion, seems to own the last horizontal B2B out there (with Time0) that nobody has yet discovered. Ariba, CommerceOne, PurchasePro, VerticalNet, and Clarus have all had their runs based on their pure-play status. Given that list of horizontal B2B's and forced with a decision, I'd probably put the quality of Time0 roughly at par with VERT or PPRO, each valued at $4.9 and $2.9 billion, respectively (PER does not break out Time0's revs and business separately, as far as I know, so I'm working in the dark here). It's got an operating history as far back as 1997, which, for the B2B's, is pretty decent. At $1.8 billion, the market appears to be pricing Perot Systems purely on its IT business, with very little to speak of for its B2B portion. There's talk about spinning it off or creating a tracking stock,, but my conversation with Investor Relations earlier today didn't glean any more information, as he was very tight-lipped about the subject. He did mention though that he had received numerous calls from others asking about an expected spinoff. Nowadays, the B2B spinoffs tend to have market caps far in excess of their parent companies. Take the RETK/HNCS and DZTK/PFSW spinoffs, for example. The spinoffs were roughly priced around 30-40% in excess of their parent's market caps. There's money on the table, it seems. Rainier

To: Lane Hall-Witt who wrote (78916)	1/20/2000 1:00:00 PM
From: bobby is sleepless in seattle	Respond to of 120523

per...well, well, well...nice breakout on news, huh? Thursday January 20, 7:13 am Eastern Time Company Press Release SOURCE: Novell, Inc. Novell to Partner with Top Consulting Firms to Extend Customer Networks to the Internet Using Directory-Based Solutions Perot Systems is First Partner in Novell's Consultant & Systems Integrator Alliance Program PHOENIX, Novell Global Partner Summit, Jan. 20 /PRNewswire/ -- Novell, Inc. (Nasdaq: NOVL - news), the leader in Net infrastructure software, today announced it is partnering with top consulting firms and systems integrators to deliver to customers directory-enabled Internet and network solutions. Solutions resulting from these Consultant & Systems Integrator (CSI) Alliances will combine the directory-based technology expertise of Novell and the consulting strengths of its partners to solve e-business problems for customers worldwide. Working with Novell, CSI Alliance partners will securely integrate NDS© eDirectory(TM) with critical business applications spanning the enterprise and the Internet, including leading solutions for enterprise resource planning (ERP), supply chain management, customer relationship management (CRM) and other areas of e-business. Perot Systems Corporation (NYSE: PER - news) is the first company to partner with Novell through the CSI Alliance program. Perot Systems is offering a virtual private network (VPN) solution using Novell© technology. [Note: See today's press release from Perot Systems for more information.] Ross Perot, chairman, president and CEO of Perot Systems, said, ``By partnering our technology capabilities with Novell's leading directory-enabled networking software and services, we can offer faster, less expensive solutions for our customers and help them take advantage of e-business opportunities on the Internet.' Novell's CSI Alliance program creates strategic global alliances with industry leaders in management consulting, ERP implementation and systems management. With these relationships, Novell and its partners work together to develop and deliver comprehensive enterprise solutions for the Internet, intranet and extranet. These alliances will reduce complexity and recognize competitive advantages that let customers take advantage of e-business opportunities on the Net. According to Eric Schmidt, Novell chairman and CEO, the value of these partnerships is manifest in new applications and e-business activities available to customers. ``The way to win in the marketplace today is by combining the best technology with the best expertise in systems integration and implementation. That's what we're doing through the CSI Alliance program.' Today's announcement was made from Novell's annual Global Partner Summit, taking place this week in Phoenix, Ariz. The Summit brings Novell senior management and technical leaders together with more than 250 executives from more than 100 leading companies in hardware, software, consulting, systems integration and services. The Summit is a working forum to collectively develop new initiatives for delivering Net services and applications as well as identifying new points of entry for Novell products and services. David Cearley, META Group, Inc. senior vice president & service director of Web & Collaboration Strategies, said, ``The CSI program will be critical for Novell to enhance its overall market strength and expand its reach in the enterprise space. A strong alliance program is essential for Novell to create market awareness and provide a larger number of customers with directory-based solutions.' Novell continues to form relationships with major Net companies based upon the appeal of its eDirectory technology. As a key component in the infrastructure of the Internet, NDS eDirectory enables businesses to save time and money by centrally managing every user, computer platform, application and device on the network and on the Internet. E-business is facilitated with NDS eDirectory as it manages and leverages the digital profiles and user identity information in e-business applications that make the Internet more personal and profitable for businesses, their partners and their customers. About Novell Novell, Inc. is the broadest supplier of Net infrastructure software used to integrate and manage the diverse information resources of private business networks and the Internet. Novell's worldwide channel, consulting, developer, education and technical support programs are the most extensive in the network computing industry. For information on Novell's complete range of products and services, contact Novell's Customer Response Center at 888-321-4CRC (4272), or visit Novell's Web site at novell.com. Press may access Novell announcements and company information on the World Wide Web at novell.com. NOTE: Novell and NDS are registered trademarks and eDirectory is a trademark of Novell, Inc. in the United States and other countries. Perot Systems is a registered trademark of Perot Systems Corporation in the United States and other countries. All third-party trademarks are the property of their respective owners. SOURCE: Novell, Inc.