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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: AlienTech who wrote (38038)	8/24/2000 3:03:31 PM
From: Susan Saline	Read Replies (1) \| Respond to of 43080

Thu Aug 24 NEON [external] Morning Comments from SG Cowen - at CNET News.Com Software Accrue conf call; NEON's IBM rev likely strong-a trading oppy. Strong Buy Accrue hosting conf call at 4:30 8/24 (800.289.0437 code 949481) to review $20MM, nondilultive Pilot acquisition. Believe Pilot will add several million dollars to ACRU's top line in 2001 and beef up its high-end technology. Buy-rated New Era of Networks has indicated that IBM rev for Q2 likely to be very strong vs. Q1. Also, expect public proclamations between NEON & IBM confirming the health of their relationship. Expect IBM to continue to work with other cos for B2B integration, but will continue to rely on NEON for rules & formatter tech for app integration with MQSI product. An attractive trading oppy at 4x C2001 rev, at the low end of the range of comparables. ACRU $19/NEON $29 rd.yahoo.com*http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYMBOL=u599161