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


To: Jane4IceCream who wrote (227)1/13/2000 6:43:00 PM
From: TH  Read Replies (1) | Respond to of 374
 
Glad to have you with us Jane.

Things are looking good now cause I think you are a good luck charm, and charming too.

Good Luck

Thurston

BTW, one of the best posts on CNQR does not appear here. LWH, does do his DD. LWH has posted most of this before, but I like the way its organized. I even went to buy some after reading it, then I realized I already did that.

To: Lane Hall-Witt (78916 )
From: Lane Hall-Witt
Thursday, Jan 13 2000 2:53PM ET
Reply # of 78986

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