Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Informission - web, B2B, & telecom software -- Ignore unavailable to you. Want to Upgrade?

To: Mephistopheles who wrote (15)	5/4/1998 12:31:00 PM
From: BM	Respond to of 192

Thanks for adding to the picture re Cognicase's view - I had assumed from their annual report that it was an area of interest to them. Time will tell if the euro convertion is a significant business opportunity for migration firms, or not. If it turns out to be significant, Informission's existing base of partners with Y2K remediation centres in Europe may prove doubly valuable. Personally, I like the odds for this type of a double-play.

To: Mephistopheles who wrote (15)	5/12/1998 9:53:00 PM
From: BM	Read Replies (1) \| Respond to of 192

Interesting trading since the IPO on April 22. There was an initial flurry after the IPO of course but things seem to have settled into a waiting game. May 1 43,000 $12.10 May 4 69,000 $12.35 May 5 20,000 $12.15 May 6 95,000 $12.25 May 7 34,000 $12.20 May 8 37,600 $12.20 May 11 49,000 $12.25 May 12 95,200 $12.10 ====== 442,000 (approx) Note this is combined TSE/MSE total - SI shows TSE volume only. Who will blink first? - the traders who got in on the IPO (and may be anxious to move on with their 20% profit) or the tech investors who want to get in before the release of significant news? My reading of the narrow price range suggests that the IPO types who want to move on are getting picked up quite quickly. From what I could see on Stockwatch (last 10 trades only), the sell side was from Newcrest while buyers were from three of the brokerages who underwrote the IPO. Any thoughts?