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To: Bill Harmond who wrote (9092)	10/9/2001 1:13:57 PM
From: stockman_scott	Respond to of 57684

A sign of life for the Internet? E-Loan (EELN:Nasdaq - news - commentary - research) was up 40.5% in midmorning after it posted a third-quarter pro forma profit of 1 cent per share, ahead of the year-ago loss of 16 cents. On a net basis, the company posted a third-quarter loss of about $9 million vs. a loss of $23 million a year earlier. The online mortgage company cited growth in its business, with revenue rising to $16.9 million from $9 million a year ago. E-Loan also raised its fourth-quarter revenue estimate to $18 million from $16.5 million and its earnings guidance from pro forma break-even to a pro forma profit of $1 million. The company said it expects continued growth in 2002. thestreet.com

To: Bill Harmond who wrote (9092)	10/9/2001 1:20:33 PM
From: stockman_scott	Respond to of 57684

Cephid soars as bio-detection play By Mike Maynard, CBS MarketWatch.com Last Update: 12:03 PM ET Oct. 9, 2001 SUNNYVALE, Calif. (CBS.MW) -- Cephid's "microdiagnostics" technology has broad applications in such areas as clinical research, food and environmental safety, and life sciences, but the company's stock continues to benefit from one application that's been in the news in no small measure in recent days -- biodefense. Shares of Cephid (CPHD: news, chart, profile) mushroomed more than 60 percent Tuesday morning, building on momentum that's seen the stock more than quadruple since the Sept. 11 terrorist attacks in New York and Washington. In midday action, the stock traded at $7.20, up 64 percent on the session. Concerns about bioterrorism have risen in recent days as federal authorities investigate the death of a Florida man caused by inhalation anthrax, an extremely rare form of the disease that usually proves fatal. Compounding these concerns, a co-worker of the dead man has since been found to have anthrax bacteria in his nostrils. Since it can be used to detect infectious diseases, Sunnyvale, Calif.-based Cephid's technology had already been gaining acceptance in governmental circles before the anthrax case -- which may become the focal point of an FBI-led criminal investigation -- came to light. Most recently, the company -- which made a presentation Monday at a UBS Warburg conference in New York -- clinched a deal with Baltimore-based Environmental Technologies Group to develop systems for detecting biological agents that can be used by emergency preparedness and military personnel. Cephid also is working with the U.S. Army Medical Research Institute of Infectious Diseases. For Cephid, the key is its technologies for capturing and detecting DNA. The company has developed what it calls I-CORE, a module through which chemical reactions can be monitored, as well as cartridges to be used in extracting DNA from fluids. Under its Aug. 13 agreement with Environmental Technologies, Cephid will be paid royalties by U.K.-based Smiths Aerospace (UK:SMIN: news, chart, profile) and a sister firm. Environmental Technologies, a Smiths subsidiary, will produce both stationary and handheld systems for determining the presence of biological agents. Mike Maynard is a news editor for CBS MarketWatch.com in Washington.

To: Bill Harmond who wrote (9092)	10/9/2001 1:49:01 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

yeah - Bill I'm not sure where you are with software these days. Of course I could always look at your profile but I'm on netzero right now and I'm afraid they will deluge me with popup ads everytime I touch a link!! (my dsl is out) Anyway I would suggest you consider dropping bvsn as a long term software and replacing it with vign, which is a stronger player mostly because of their purchase of ondisplay in 99 (I think). onds is serving the "content" needs that software customers have to build online storefronts etc. This is also what interwoven does well - But vign has the whole package there, not best of breed but its complete. All those guys atg, bvsn vign are killing each other for business - I'd rather be in iwov than any of them, fwiw. BTW whats wrong with Sonus? Its not participating in the comm rally, doesn't look good. Lizzie