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Technology Stocks : CAMZ - Caminus Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (6)	1/4/2002 11:24:36 AM
From: Glenn Petersen	Respond to of 13

CAMZ has always had a pretty diverse customer base. They took a bit of a 9/11 hit in the third quarter but their future guidance has remained positive. I like the company and the space; our energy issues are not going to go away. If you are using current earnings as a criteria, it is obviously a bit pricey. I don't currently own the stock but it hits my radar screen anytime it falls below $20. I have successfully traded it several times. If you can pick it up in the $18-20 range, it should fit in well with your 50% goals. While the information is dated, their audited financials for the year 200 note that they did not have any customers that contributed more than 10% of their revenues. Additionally, they did not list Enron as a customer: sec.gov CUSTOMERS Our customers include a wide range of entities in the energy market, including utilities, natural gas and electric power marketers, energy retailers, natural gas and oil producers, local distribution companies, pipelines, independent power producers, financial institutions and regulatory agencies. As of December 31, 2000, we had approximately 150 energy enterprise customers located primarily in the United States, Canada, the United Kingdom, Germany, Austria, Belgium, the Netherlands, Spain and Venezuela. Our customers include: UTILITIES Austin Energy (City of Austin, TX) Bayernwerk BC Hydro/Powerex Carolina Power & Light Consolidated Edison Electrabel Florida Power & Light GPU Energy Ontario Power Generation Pennsylvania Power & Light Preussen Elektra Public Service Electric & Gas TXU Electric and Gas SEP NATURAL GAS AND ELECTRIC POWER MARKETERS Bord Gais Dynegy Eastern Electricity plc Merchant Energy Group of the Americas PG&E Energy Trading Valero Refining and Marketing AES Electric Limited ENERGY RETAILERS NewEnergy FINANCIAL INSTITUTIONS Credit Suisse First Boston GE Capital REGULATORY AGENCIES OFGEM GAS AND OIL PRODUCERS Amerada Hess Anadarko Petroleum BP Amoco Conoco Ocean Energy/Seagull Energy Petroleos de Venezuela S.A. Phillips Petroleum Company Ultramar Diamond Shamrock Unocal Corporation LOCAL DISTRIBUTION COMPANIES Southwestern Energy TXU Lone Star Gas PIPELINES Coastal Gas Services Colorado Interstate Gas El Paso Merchant Energy Transok, Inc. INDEPENDENT POWER PRODUCERS AES Electric Calpine TRANSMISSION COMPANIES TenneT National Grid Company plc

To: Dale Baker who wrote (6)	1/21/2003 9:53:33 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 13

SunGard to acquire Caminus for $159 million NEW YORK, Jan 21 (Reuters) - SunGard Data Systems Inc. <SDS.N>, a provider of financial services, on Tuesday said it will acquire all the shares of energy-trading software company Caminus Corp. <CAMZ.O> for about $159 million in cash. SunGard said it would pay $9 per share of Caminus, nearly 4 times the software company's closing price of $2.50 on the Nasdaq Friday. It said the deal would help it expand its presence in energy-trading markets. Wayne, Pennsylvania-based SunGard said stockholders holding 26 percent of Caminus' outstanding shares have agreed to tender the shares, and it expects the deal to close during the first quarter of 2003. 01/21/03 07:45 ET Copyright 2003 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. All active hyperlinks have been inserted by AOL.