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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Chinacat who wrote (3907)	1/15/1999 10:04:00 AM
From: jjs64	Read Replies (1) \| Respond to of 122087

Re: CNKT and BVSN That may be what they are spinning, but they both sell SOFTWARE. CNKT only recently, because of their TOTAL FAILURE in the software market, to try and reframe themselves as a services company. Yet, they still are just trying to sell their software and the heavy implementation services that go with it (BVSN and OMKT have professional services revenue too, but they are honest about being s/w companies). I can only encourage you to read the 10q's and K's, see what CNKT really DOES, not what they say they will do. See if they have ever executed on their plans. If they haven't before do you think they will now? Do you really think they even can? Even if they do, with all the dilution from their convertibles is there really any upside for the public shareholders (in terms of EPS).