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

To: P. Ramamoorthy who wrote (477)	5/2/1998 1:11:00 AM
From: Kathy Riley	Respond to of 1956

Hi Ram, I am hanging in there as well. Like a investor buddy of mine said today, what is another couple of points. So I am trying to figure out, is the real reason for the downgrade the concerns about continued short term growth while they are transitioning to a project type basis work? Maybe I am being naive, but right now, there is plenty of work to be had out there, and I have a hard time believing there would be that much of a gap in revenues before things pick up with the projects. And JDN, you are right, SYNT really dropped before finally heading back up, I HATE letting go of shares I intended to hold for awhile, so I am not going to. Have a good weekend everybody, Kathy

To: P. Ramamoorthy who wrote (477)	5/2/1998 4:05:00 AM
From: Risky Business	Read Replies (1) \| Respond to of 1956

Ram, it just doesn't make any sense to me to sell at this level. I'll wait a friggin year if I have to, right now its just a paper loss. The market cap compared to its peers is absurdly low. The IT industry is expected to to boom for at least the next couple of years, Revenues are up, margins are up, net earnings are up, and some analysts have egg on their faces. This may actually turn out to be a great opportunity to pick up more, lets see how the story unfolds from here. Strangely enough I sold 1/3 of my shares at 16 to spread my holdings more evenly over COGIF, TAVA, CMND, and UCMP. Now I can double my holdings with that third. Weird game we play isn't it? Lastly I think this whole sector is TEMPORARILY out of favor, I think they will be back in favor as evidenced by the the many cycles we have witnessed in this area in the past. Hanging in there, Risky