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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (20684)	2/18/2005 11:56:52 PM
From: gcrispin	Respond to of 78670

I own ARDI. Although the company is known for its GPS vehicle tracking, it is really transforming itself into a software company that provides end-to-end services to the mobile representatives of companies. Although software companies are out of my area of interest, I was initially attracted to the company's niche and pristine balance sheet. I suspect the PPS has been stagnant because the company gave ho-hum guidance for the first quarter. However, in my opinion, the expected merger with Vidus will create major opportunities for the company. (Although that pristine balance sheet will take a hit.)Anyone who is interested in the company should listen to the latest CC before it disappears from the company website.