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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?

To: KevinMark who wrote (32218)	2/12/2001 5:48:50 PM
From: SpinCity1	Read Replies (1) \| Respond to of 49816

wonder what this is- sounds like something i would get after a night of drinking *DJ PurchasePro 4Q On $12.1M Asset Impairment Chg 12 Feb 17:44 (MORE) DOW JONES NEWS 02-12-01 05:44 PM

To: KevinMark who wrote (32218)	2/12/2001 6:39:16 PM
From: Kaliico	Read Replies (1) \| Respond to of 49816

PPRO, wonder about the open and potential for squeeze... The only rev estimate I could find was 33.6 mil for the quarter, they met that number exactly? hummm? First call was a loss of 1 cent? In reality they lost 55 cents this quarter per the release, yet it appears the after hours crowd is focusing on the EPS number of 11 cents. AGree that rev growth appears impressive...I am a PPRO bull but between the Barrons article and the EPS style of reporting, not sure how to read this one. comments ? K

To: KevinMark who wrote (32218)	2/13/2001 12:19:02 AM
From: Smart_Money	Read Replies (2) \| Respond to of 49816

Hello KevinMark, PPRO has one of the most creative accounting "30 million dollar strategic marketing expense" we'll except for CSCO. Very concerning is the Accounts Rec and Payable up by 20 times and Revenue up only 10 times. They say they have 27% margins and will have 150 million cash by year end. COO and the VP of Strategic Development owns 0 shares while Community Baptist Church is a beneficial owner of 10% of outstanding shares (insider info based on very quick DD, does raise eyebrow) Yes, it will go up tomorrow since they raised guidance but if they do not live up to the conference call comments this could be a house of cards.