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Technology Stocks : Inforte Corp. (INFT) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (41)	1/26/2001 7:32:24 AM
From: Glenn Petersen	Respond to of 65

I've talked to one of the investment bankers that took LNTE public and he was concerned about the ability of the company to get their traction back and to generate a recurring revenue stream. INFT seems much more disciplined (they have been solidly profitable since 1998) and it offers a more fully integrated package. Having said that, I would prefer, on a short-term basis, buying LNTE at 2 1/2 (essentially its cash value) than INFT at 14. It will be interesting to see where INFT settles.