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To: JDN who wrote (9693)1/28/1998 2:43:00 PM
From: Tim J. Flick  Read Replies (1) | Respond to of 31646
 
JDN.. Market started strong this AM and then died.
Still stock overhang is my guess. Need volume, news, and it's coming.



To: JDN who wrote (9693)1/28/1998 2:45:00 PM
From: Mike Winn  Respond to of 31646
 
Stock too rich for my taste...



To: JDN who wrote (9693)1/28/1998 3:12:00 PM
From: John Mansfield  Respond to of 31646
 
Several ES engineers are discussion actual problems
Dear JDN, Thanks!

Well my findings are mostly from web sites; so there is a lot I'll never find out. I'll keep concentrating on underlaying fundamentals; those did not become worse in any way I can think of:

To recap (all of this has been discussed on the thread as you know):

- the problem is there; and
- awareness increasing every day; so
- more and more co's budgetting for solving the problem; so
- increasing demand for workable solutions; and
- no real competition; so
- so increasingly demand outstrips supply;
- so market share and margins will increase (all other factors being equal or better);
- so share price will increase (all other factors being equal or better)

Just found another site from an Australian engineering company where several ES engineers are discussion actual problems; a clear need for the planty2kone product can be seen there:

control.com (very slow link)

Regards, John