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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Allen Furlan who wrote (5096)10/2/1998 6:16:00 PM
From: Shane M  Read Replies (1) | Respond to of 78644
 
Allen <OT>,

The only reason I mentioned ITWO (along w/ CREAF and YORK), is I think someone inquired whether anyone was buying, and didn't get many responses, so I just posted what I had been buying to let people know someone was buying. My futile attempt to sway investor psychology <g>.

<OT> Concerning ITWO (which is _not_ a value stock): Main competitors mentioned by ITWO management and industry insiders are currently MANU, SAP, and to a smaller degree PSFT. I have not heart IMIC mentioned, but will follow up on this company. Thanks for mentioning. Do you feel they compete for the same customers?

Shane