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To: David Smith who wrote (15752)	2/13/2000 4:25:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Gee, David, thanks for the lecture. Nice of you to share your insight with us. Please try to be more condescending about your favorite microcap next time. Just to fill you in, I co-manage a fund with 20% of its assets in CRM companies. INAI isn't one of them because it is a tiny speculative play. If it makes you a fortune, that's great. But the majority of their revenue comes from low-margin contract services, not software. Software sales went from $1 million to $2 million. Big deal. Call it a 100% increase but is still peanuts in a highly competitive field. Strike one. Try not to get so obsessed over one little stock. That's my SPECIFIC advice for you tonight. BTW, most institutions won't touch a stock under $10. One of the bigger myths on Internet chat boards about microcap investing is that they swoop on anything over $3 that goes up. Institutional holdings in INAI are minimal (http://biz.yahoo.com/p/i/inai.html)and not exactly Peter Lynch-caliber (http://biz.yahoo.com/hd/i/inai.html). Finally, Skippy, let's take a look at NSATF. Hmmm, seems like 6-month revenues in early 1999 were C$23.5 million while the next 3 months were $19,275,000. If I annualize the September quarter I get almost $80 million compared to only $47 million annualized from the first six months. biz.yahoo.com Last time I checked that was top line growth. You lose your bet.

To: David Smith who wrote (15752)	2/13/2000 4:44:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Hang on here a second - now you are comparing NSATF to QCOM? When you pissed all over the alleged lack of top-line growth? Sounds to me like you are playing both ends against the middle, along with the front, the back and the porch. Throw in the gazebo if you have one. To: Jenna (78184 ) From: David Smith ( Ignore ) Sunday, Jan 9 2000 5:33PM ET Reply # of 82775 Jenna..... Haven't seen you mention it, but I've been posting here about NSATF since last summer when the stock was $2. Seen this chart? Did you ever get in? I think this stock is on it's way to starting a Qualcomm-type run...the company's competitive advantage and technology leadership is that impressive.