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Technology Stocks : Lanier Worldwide, Inc (LR) - Digital Document Management -- Ignore unavailable to you. Want to Upgrade?

To: Walter Morton who wrote (49)	7/23/2000 6:19:51 PM
From: Allen Furlan	Read Replies (2) \| Respond to of 72

Walter, I certainly appreciate the risk with a highly leveraged business. I received the 10Q and last years Harris 10k. On first blush the customer base being served by LR is quite diversified and that should reduce the risk of lease receivables. Also the company recently securitised 200 million of receivables. I agree that service companies are at great risk for continued goodwill of their customers. Inacom is an example of a company with a sales force which went down the toilet and took the company along. Do you have any insight as to similar problems with LR? Their revenues did decline last quarter. Two competitors that have had a poor stock performance this year are ikn and danky. Do you think these are the best comparables? Since you had such an avid interest in LR last year I assumed that you are still following. If not so just let me know.