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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Bouf who wrote (72364)	2/8/2000 6:55:00 AM
From: puborectalis	Respond to of 108040

SORC......" From Argus Company Report, January 11 2000 "SORC has combined its rebate service with a dominant position in display rack manufacturing as well as a reference database -- ICN -- covering sales figures and prices of 1600 magazine titles sold at over 100,000 retail outlets. At present, over 275 retail chains use ICN. "Buy Rated SORC's information services appear ready to make their own contribution going forward. ICN, the company's Internet based communication and information portal, is up and running. The Source's store level data product is at last near launch after several delays. The Source continues to grow its core front-end management services and is expanding into new channels of trade. We feel that the company's data products, backed by high-quality manufacturing profits, warrant higher valuations. The SORC shares are a clear value... ...We reiterate our BUY rating on Source Information Management, a "New Economy Group" selection... January 10th, 2000: ...SORC was the subject of a critical column in TheStreet.com this morning. There is a large outstanding short position against Source, and it is not inconceivable that a clever shorter could have been a "source" behind TheStreet's column. Much of the column consists of potentially unflattering news and opinion about the Source's CEO, Leslie Flegel. We have discussed these issues with Flegel more than once, and to the best of our knowledge the statements in the column are taken out of context and/or are irrelevant. This follows a veritable onslaught of anonymous attacks on investor message boards... With a substantial short position outstanding, the public perception of the Source becomes a very high-stakes wager. To a great extent, however, that perception is increasingly distant from the actual company which has rolled up the front-end management business and introduced innovative new data products, all while growing earnings spectacularly. The presence of a potential competitor (and it is unclear how far MSA will get) may mean that the Source will no longer act as an effective monopoly in the data portion of its business, but it remains solidly in the leading position and the trend-setter (emphasis (pl. emphases?) added.) This is a stock that in three months will be worth 150%, maybe 200% what it is today. Buy Buy Buy! "