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

To: kha vu who wrote (78944)	1/13/2000 3:42:00 PM
From: Probart	Read Replies (2) \| Respond to of 120523

Have always liked BWEB, JNIC showing up well today. eom

To: kha vu who wrote (78944)	1/13/2000 3:47:00 PM
From: Northern Cougar	Read Replies (1) \| Respond to of 120523

kha...thanks but, my trading hand is full of INPR, also bought back into CLRS and have some ELOT for a trade in after hrs maybe . No room for BWEB, unless I sell something here.

To: kha vu who wrote (78944)	1/14/2000 9:51:00 AM
From: Lane Hall-Witt	Read Replies (3) \| Respond to of 120523

Kha Vu, I fully agree with you on PVSW. This stock is an unreal bargain at $14 (market cap $218.6 million). PVSW got hammered after last quarter's conference call, falling from the high 30s, because it announced it would be investing $13 million in product development and marketing for its new Tango 2000 and Pervasive.SQL 2000 releases. This investment is expected to put PVSW in the red for FY2000. (PVSW has been profitable.) Tango 2000 is an XML-enabled Web application server that competes with ALLR Cold Fusion. Pervasive.SQL 2000 adds small-footprint database functionality to its traditional client-server product -- thus positioning the product for the rapidly growing embedded systems, mobile device, and smart card markets. Essentially, these products put PVSW right in the sweet spot of several emerging markets: B2B e-commerce (XML), Web application servers, information appliances. The company has had two significant pieces of news in recent days: (1) Released Tango 2000 Application Server for Linux biz.yahoo.com (2) Announced that Pervasive.SQL 2000 is the underlying database for Novell NetWare 5.1 biz.yahoo.com PVSW has suffered poor recent price action ahead of earnings (to be released next Thursday), dropping from the 17s this week. Volume has been light, although the past two days have seen several transactions in the 4,000- to 10,000-share range. PVSW would appear to be intensely undervalued, compared to its peer groups in the Internet space. The psychology surrounding the stock is poor right now -- its a show-me stock after the sell-off following last quarter's conference call -- but I have some stashed away as an intermediate-term hold, in hopes that it'll do a NEON when the Street locks in on the up side to this story.