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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mike Farrar who wrote (1144)	1/21/1998 6:39:00 PM
From: Ploni	Read Replies (1) \| Respond to of 18691

I am looking for ITWO tomorrow after the bell to miss earnings estimates I also hope SEBL misses, and then I hope they'll both open Friday off about 50%.

To: Mike Farrar who wrote (1144)	1/21/1998 10:59:00 PM
From: John Brickman	Respond to of 18691

Jeffrey: You've got my interest up on ITWO ... it does look awfully expensive. Do you have any experience with their software? Someone must like it a lot the way the stock is running. Thanks, JB

To: Mike Farrar who wrote (1144)	1/22/1998 12:29:00 AM
From: John Brickman	Respond to of 18691

Jeffrey: I've been reviewing the final prospectus on ITWO's recent 3mil share sale (2 mil by co and 1 mil by individuals). It is pricey, but appears to be very much a "for real" company. Their growth has been impressive as is their list of licensed customers. What makes you think they will miss estimates this quarter? I get the feeling they will be selling more stock on open mkt in coming months to finance recent acquisitions (and company officers apparently plan to sell more also). I bet they do everything in their power to make numbers tomorrow. Never the less, I agree that this is getting awfully expensive and due for a correction. It is already up 33% above registration price. Sincerely, JB