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To: M. Frank Greiffenstein who wrote (69)4/20/1998 11:50:00 PM
From: Sputhead  Read Replies (1) | Respond to of 638
 
HDIE....campaign

1) Current healthcare dynamics has emphasized the need for network integrations tools and services. HDIE has more than 400 healthcare clients and a solid reputation. U.S. healthcare interface market is approximately $50Million. The entire interface market is projected to grow to 1.2Billion by 2001.

2) Improved distribution: HDIE has combined its sales force into one focused sales group which should provide operational improvements. Added 17 new distributors in 1997 and doubled sales force.

3) Plans are in place to step up overseas marketing.

4) Just beginning to scratch the interface engine opportunities in markets other than healthcare(banking and finance) Huge potential in these markets!!

5) $7 Million sales backlog at the end of 1997 which should convert to $$$ in 1998.

6) Virtually debt-free. Retired a $3.3 Million promissory note in Jan 1998, leaving HDIE with approximately $4.5 Million in cash, $450,000 in debt and an unused $2 Million line of credit.

7)Currently pursuing several large longterm opportunities similar to the VHA endorsement received at the end of 1996.

8) Trading at a discount to projected 5 year growth rate of 35%. 3 consecutive quarters of profitability.

IMO, HDIE is just beginning to see the benefits of new CEO Robert Murrie and the turnaround plan and has little downside risk. We may see volatility due to daytraders, but this stock appears to be a nice long term keeper.




To: M. Frank Greiffenstein who wrote (69)4/21/1998 2:18:00 PM
From: Gary105  Read Replies (1) | Respond to of 638
 
CRWN - Blitzkreig. They have plans for internet book ordering in 60 days. Another AMZN?