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To: Dale Baker who wrote (25711)6/7/2001 12:58:22 PM
From: SultanRead Replies (1) | Respond to of 118717
 
Re. INTD, based on market cap and other multiples, this stock is way ahead of itself. IMHO.. There are better plays out there. For example, FNDT..



To: Dale Baker who wrote (25711)6/7/2001 4:40:34 PM
From: GREATMOODRead Replies (1) | Respond to of 118717
 
Dale,

Thanks for the response.

Your point is well taken about the lack of "actual" quarters to see what these guys are really made of, but I'm confident that they will meet or beat any numbers they put out there.

The company has finally reached the inflection point of increasing revenues crossing the decreasing expenses line. The company is 'ruthlessly' focused on profitability, and will manage themselves accordingly.

Next week numbers will be given on their 'road show' that will project top line, and bottom line revenues going out to 2002, 2003, and maybe 2004. These are the metrics that fund managers and analysts have been asking for, and finally, INTD has a good enough grip on their business going forward to give them out with the confidence that they will be achieved.

This company is as conservative as they come. When they put out a number, it is going to be an accurate number devoid of all hype. (Bill Gorog and Bill Seidman were both economic advisors to President Ford, and they are very, very conservative in their projections.)

The company has been leveraging its technology by licensing its software to the leaders in the financial services and EBPP industry on a 'per click' basis. As adoption rates of EBPP accelerate, INTD's revenues will grow without the need for INTD to hire any additional people.

Today, Princeton eCom announced that their Intuit EBPP solution is up and running, and they have incorporated INTD's OFX server into their infrastructure. Princeton eCom is a major biller services provider, and will be an outstanding partner for INTD.

If you care to listen any further, there's a great interview of the CEO, Al Dominick on the INTD website in the 'investor' area. Click on the interview of Al Dominick at the top of the page.

www.intelidata.com

Thanks again for the response.

Good luck,

GM



To: Dale Baker who wrote (25711)6/11/2001 8:29:15 AM
From: Bob RuddRead Replies (1) | Respond to of 118717
 
INTD Completely agree - When I see operating losses expanding way faster than revenue growth and negative FCF, I expect many 'buying opportunities' down the road and oh how I hate to own 'em when that happens.