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Technology Stocks : PROGRAMMER'S PARADISE (PROG) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (146)	1/10/1999 11:04:00 PM
From: Cary C	Read Replies (1) \| Respond to of 2383

Thanks Zeev for the clarification on which numbers. I have not looked closely at how much the acquisition effected the lower earnings this year vs. last but I am sure it had some impact. The concern I have with the lower numbers besides that is there also appears to be a strain on the numbers due to lower margins too. With more emphasis being shifted to direct sales, I wonder how much of a strain that will continue to have on the numbers. E-Commerce and future success will make comparing old numbers irrelevant. Cary

To: Zeev Hed who wrote (146)	1/10/1999 11:17:00 PM
From: Edward A. Fitzpatrick III	Respond to of 2383

Zeev: I followed you over from the CYMI thread where I've been a 2 year martyr. I'm in tommorow. What the hey. Could be fun.

To: Zeev Hed who wrote (146)	1/11/1999 8:24:00 AM
From: Greg Burton	Read Replies (2) \| Respond to of 2383

Zeev: You were kind enough to answer my questions about two years ago on the HEC thread from whence I have followed you here. It seems that the only visible threats to PROG are (1)market or sector crash or (2)these shrinking margins. Query: how seriously do you take this pattern in margins? After all, did not Egghead withdraw from conventional marketing because of this problem? Will not Prog be viewed as moving to E-Marketing because they too see the handwriting on the wall? Is there any E.Marketeer who has sucessfully solved this problem? I'm placing a buy order this morning because I suspect the market in this sector is oblivious to these pedestrian considerations but sooner or later they will come into play. I would be grateful to hear your thoughts. Greg