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Strategies & Market Trends : The 56 Point TA; Charts With an Attitude -- Ignore unavailable to you. Want to Upgrade?

To: ivan solotaroff who wrote (22981)	11/13/1998 10:59:00 AM
From: David Alan Cook	Respond to of 79216

AVCO has been suspended per comments from CNBC today. I can not believe the move that some of these small companies that are associated with the internet have made lately. I know this is a great growth area . . . hard to value this growth using current cash flow models. I am anxious to hear about TSSW and its move to the internet. Company being very quiet about the details. Company did mention in their 3rd qtr pre-release that they were pursuing a high growth opportunity in this area but did not want to provide specifics at this time given the likilihood that other companies could move in. My hope is that they are working with an internet service provider to market the company's award winning Netoptimizer product which was recently nominated by PC Week for the Most Valuable Product of the year in its category. Ken the new CEO has been keeping his work as evident by his comment that he would be seeking a hardware/software bundle for NetOptimizer. He recently announced an agreement with KDS . . . a 56 M company to package the product together. The challenge for TSSW remains in the marketing area. Company to small to spend big bucks to market its products. . . will need to establish partnerships with other larger companies. Until this happens, TSSW will not be valued as a growth company. It currently trades at its cash and investments on hand and has no bank debt. These are the type of companies that will move IMO once news breaks on any internet development. Does anyone else have any info on other smaller internet companies or small companies that have or will have an internet angle? DC