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Technology Stocks : Command Systems, Inc. (CMND) -- Ignore unavailable to you. Want to Upgrade?

To: DD™ who wrote (201)	4/28/1998 5:40:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 1956

Gross profit margin at 36% is similar to SYNT. In answering a question during conf call about earnings/sh calculation they pointed out: subtract 260K (dividend on preferred shares) from 455K and divide the balance $195K into 4.9Million shares to get 4 cents/share. 54% growth, 36% margin, shift to non-y2k biz after Labor Day, expansion in India or another country sound good. Ram

To: DD™ who wrote (201)	4/28/1998 6:16:00 PM
From: JDN	Read Replies (3) \| Respond to of 1956

Dear DD: Well, finally. Thanks for posting. First thing this company better do is learn how to issue Press release timely. I think Bloomberg had it for hours before it hit the general business media. That being said, I am not too concerned with failure to meet the estimate in earnings. Reason is that this is still a small company and it doesnt take much to blow it. I figure there were likely a lot of incidental expenses associated with going public which got written off here. Top line Growth (Revenue) very good about what I was expecting as I thought it would be better than estimated. Anybody happen to look at the Balance sheet? Cleanest damn balance sheet I think I have ever seen. Nearly ALL CASH. They dont even bother with current liabilities. Its just all liablilities which are negligible compared to assets. I see no reason why we should have a winner here, if management is up to the task. JDN

To: DD™ who wrote (201)	4/28/1998 7:50:00 PM
From: Josef Svejk	Read Replies (2) \| Respond to of 1956

Humbly report, All, from my notes on the conference call: Bussier than ever. Shift increasingly from IT staff augmentation to projects. Expanding and thriving in upstate NY. Y2k demand is growing. Y2k is now about 90-95% of India work. Increase in testing work, as renovation projects are completed. Proposal for migration/conversion/maintenance projects are beginning. (post y2k work). Acquisitions/expansion in India or other continent possible in the Fall. Pricing/staffing pressure offset by India advantages. 10% India staff turnover. Billable capacity in India will be about 225 people, presently 160-5. 100% India tax holiday due to all clients being outside of India. US tax to go from present 19% to mid 20s. 163 billable staff in US. (17 non-billable.) Business mix: 51% - IT staff augmentation 37% - y2k (most profitable, strongest growth) 12% - software/hardware No CC replay access mentioned. I like it, no idea what the market will say. Svejk (GL-15 applies: digiserve.com ;-)