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Technology Stocks : ASDV- Aspect Development-THE NEXT MSFT! -- Ignore unavailable to you. Want to Upgrade?

To: Golfinginthesun who wrote (229)	4/4/1999 1:14:00 PM
From: Adam Smith	Read Replies (3) \| Respond to of 414

Any thoughts on ASDV tomorrow? Should trade towards lows of year but are you still confident on rev/earnings going forward? Supply chain co's in slowdown but am confident that post Y2K big spending will happen here. I'm currently buying companies with recurring rev. model within supply chain. Trying to stay away from large license deals. Does ASDV fit that model? Have not established a position here but will tomorrow if my DD checks out. Adam