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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (2217)	2/5/1999 9:32:00 PM
From: RikRichter	Read Replies (1) \| Respond to of 52051

SW - SLEU's Comparison Shopping Search Engine Powered by Inktomi Up & Running at isleuth.com I did a search tonight for a childrens software product and found that WalMart Online (Supported by Digital River) was the lowest cost provider at $9.96 with DiscSet being the most expensive at $28.20 and Beyond.com at $19.95. This is the future of online shopping and SLEU is delivering for the consumer! Regards.

To: Stock Watcher who wrote (2217)	2/5/1999 10:42:00 PM
From: Jeffrey Beckman	Read Replies (1) \| Respond to of 52051

SW and all, I thought I'd bring Mitek Systems (MITK 1.72/1.75)to the table, one I originally heard of from Gary Grobbel (at .96). Of note, they recently announced a partership with IBM, whereby IBM will license their Checkscript character recognition engine for use in IBM's Image-Plus intelligent forms processing. This came on the heels of some very aggressive statements by management, in which they defined strategies and an intention to double revenues in '99, with similar growth for the next few years. biz.yahoo.com The first suggestion that they are executing came out last week in the 1Q earnings. Revenue of 2.2M vs 1.3M. A profit of .04 vs a loss of .14EPS. The stock had achieved a plateau around 1.3 during the weeks preceding earnings, after a steady rise from under 68 cents to this point at the end of the year and first week of Jan. Since earnings, there has been steady progress, and the stock hit a 52 week high today. Yahoo shows approx. 11M shares outstanding, 8M in float. I think it's at a decent entry point, at least for patient investors (g). Jeff

To: Stock Watcher who wrote (2217)	2/6/1999 12:06:00 AM
From: D.J.Toal	Read Replies (2) \| Respond to of 52051

SW - AXC is stable @ $4. This is a big move from $.875 a month ago. AXC has been at $15 in 1996 from speculation of a KM (keepered media) - remember Ampex is the Ampex you see on all the recording tapes and a very well recognized name etc... The reason it ran from 4 to 15 in 1996 in less than 4 months was because of the technology and innovations Ampex has brought to us for over 40 years. In Jan the PE was at less than 2 and now approx 15 - well below the market. Ampex is not done at $4. Only 277K shares traded today and the stock closed up at 4. Now, what that tells me is people know what Ampex has done recently. AXC is strong and a good investment. Again - not to go on and on (read the excellent SI thread on AXC for details) but axc has been beat and beat into the ground - much because of the lack of info coming from Ampex (due to KM speculation and liability). Ampex has an excellent cash flow with a focused market dominance in mass storage that gives the ability to borrow and expand. Insider trading is nil for 2 years. As I said before, AXC had no PR news to speak of - very quiet in this department. Now they can't be quiet with the internet purchase. news comes every week compared to every 2 months before. Many MANY people follow this stock and want to buy more - but want to see what it does. And as I said AXC will move on news. All news from axc will be a positive move in the volume and stock. Ampex will continue to acquire and expand. Long on AXC, Toal