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Technology Stocks : TouchStone S/W (TSSW) -- Ignore unavailable to you. Want to Upgrade?

To: robbie_nw who wrote (3191)	3/23/2000 1:21:00 AM
From: jonj1	Read Replies (1) \| Respond to of 3627

If PRTS, EBLD, and others grow their businesses, TSSW won't have to rely on "market mania" to thrive, but rather intrinsic value of those companies. As far as selling core business, I believe management is heading for far greater EPS. When you consider the $$$ tssw received for e-support.com and that which will be gained within the year for ipo's, earnings will be spectacular. Lets not forget the overhead that will be shed in terms of compensation for all the technical staff.

To: robbie_nw who wrote (3191)	3/23/2000 6:53:00 AM
From: David Alan Cook	Read Replies (1) \| Respond to of 3627

Ahhto2, Company is selling its core business to invest in ecommerce companies. Even though PRTS did not open strong, TSSW still made more money on PRTS than they have in any one prior qtr. TSSW has a 6 month holding period but has the capability to lock in gains by shorting their position if they desire. I do not anticipate the company doing so as I believe the stocks at the cost basis TSSW has will return much higher rates of earnings growth than the company's software business could. DC

To: robbie_nw who wrote (3191)	3/23/2000 7:32:00 AM
From: Bayclipper	Read Replies (2) \| Respond to of 3627

Ahhto2, while I share your concern regarding market fluctuation, I would much rather have the present business model, with the current management in place, than the alternative of the past. Especially, given the large position the CEO has. IMHO....Gordon PS Also, remember that effective yesterday, Pierre is on the board for Partsbase...and prior to that he took a personal position of 40,000 in addition to the large number of shares that TSSW has, of which he is the single largest shareholder. Being on the board, he will know and act accordingly to protect the interests of which he is the greatest shareholder....IMHO...G-