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

To: JEFF BERRY who wrote (1677)	11/3/1998 2:17:00 AM
From: P. Ramamoorthy	Read Replies (2) \| Respond to of 1956

Jeff - Thanks for the commentary. A couple of nuggets (that we agree): (1) the project based biz model will take some time to get the profit to flow to the bottom line. (2) The mgmt is not wasteful(cash balance still intact), although their SG&A has increased sharply. It looks more like a long term hold. Ram

To: JEFF BERRY who wrote (1677)	11/3/1998 8:08:00 AM
From: JDN	Read Replies (1) \| Respond to of 1956

Dear JAB: Since cash balance has remained the same or risen slightly is there not the possability that they have adopted a FASTER writedown of intangible assets (into SG&A) in the last 2 qtrs? Has the 10Q come out lately? Hopefully the change in SG&A will be discussed in the M D & A letter. As to your earlier post, I dont have time to go back and study the prospectus but your prognosis looks right to me on the surface. JDN