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

To: Big Dog who wrote (1239)	8/4/1998 6:09:00 PM
From: JDN	Read Replies (2) \| Respond to of 1956

Dear Darrell: I say we all get together and make a tender offer at $2.70 payable AFTER we get control. (gg) I have never seen a company priced so low in relation to its cash value before. I find this really incredible. JDN

To: Big Dog who wrote (1239)	8/4/1998 8:57:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 1956

Recent acquisitions by IT firms: Keane (KEA) buys Icom Systems (August 4th); CACI International (CACI) buys QTEC (August 3rd); Computer Horizons (CHRZ) buys RPM Consulting (July 28th); and Micro Focus (MIFGY) buys Intersolv (June 18th).

To: Big Dog who wrote (1239)	8/5/1998 8:38:00 AM
From: Big Dog	Respond to of 1956

Here's an example of the outsourcing trend: CGI Signs Full Outsourcing Contract With U.S.-Based Insurance Company JULY 31, 1998 MONTREAL, QUEBEC--CGI and Long Island, N.Y.-based Interboro Mutual Indemnity Insurance Company today announced the signing of an outsourcing agreement according to which CGI will provide Interboro with a full range of business solutions and outsourcing services. CGI expects the agreement to generate revenue of approximately CDN$16 million over its ten-year term. "Interboro was seeking to renew and broaden its portfolio of property and casualty insurance products based on advanced technology, in order to strengthen its competitive advantage," said Interboro Chairman of the Board and President Andrew E. Festa. ... Jean Brassard, CGI's President and COO, added: "We are pleased that Interboro chose us to support them as they leverage technology to strengthen their competitive advantage. CGI and its U.S. subsidiary ISI Systems have the resources and infrastructure to meet all of Interboro's IT and insurance needs."

To: Big Dog who wrote (1239)	8/7/1998 7:55:00 PM
From: Big Dog	Read Replies (2) \| Respond to of 1956

Slightly OT--CNBC just reported that ADPT will be featured in Barron's this weekend. The article points out that at its current stock price, ADPT's cash represents approximately 50% of the stock price. ADPT surged up close to 10% today. The article points out that at this price, ADPT is at a "value" that makes it a takeover candidate. In addition, the stock having been slashed 77% from its 52 week high, may have been overdone. Does this sound familiar? CMND is down 82% from its 52 week high, and 79% of its stock price is made-up of "cash."

To: Big Dog who wrote (1239)	8/8/1998 8:21:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 1956

Repost--Dear PaddyD: Excellent post. Don't forget that at this price level, because of CMND's quality clientele, CMND is a "takeover candidate." Now, let me be very clear, I have no information along those lines. It's "pure" conjecture. But, CMND is not a Y2K stock. So, there is no issue of what happens post-Y2K. Many Fortune 500 companies are eliminating internal IT divisions and have started to "outsource" IT work. So, there will be consolidation in the IT service industry in order to handle this work. With CMND's top-notch client list and basically selling for "cash," along with the fact that IT professionals are hard to find these days, the bigger IT service companies have to be reviewing the situation. My opinion only.