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Technology Stocks : ADFLEX SOLUTIONS ( AFLX ) -- Ignore unavailable to you. Want to Upgrade?


To: Kent Sarikaya who wrote (561)2/26/1999 5:18:00 AM
From: Kent Sarikaya  Read Replies (1) | Respond to of 718
 
OFF TOPIC ** Doug here is a good one for you once it bottoms out...NSIT

Don;t know why it's dropped, but it did have a big run up recently and it just split... target price of $65 for this year

Success in Sight

Insight Enterprises Inc. (NSIT) is a leading direct marketer of personal
computer products to small and medium-sized businesses. The company,
which has a market cap of $814 million, sells products through a growing
outbound sales force, a strong Internet presence and catalog mailings.

Insight currently has a sales force of approximately 1,025 with 50 to 100
salesmen being added each quarter. Its Internet business is also expanding
rapidly, with fourth-quarter 1998 sales expected to rise 350% from the
previous year.

The company has been growing internationally as well. Recent
acquisitions of Computerproofs, a leading German direct marketer, and
Choice Peripherals, U.K., have given Insight an annual European run rate
of $130 million.

In addition, Insight has reached an agreement with Compaq Computer
Corp. (CPQ) to provide the front-end telemarketing and Web services
for the giant computer company's DirectPlus program, which targets small
and medium-sized businesses.

Multex research provider Piper Jaffray recently initiated coverage of
Insight with a "buy" rating and a target price of $65. The EPS estimate for
1999 is $1.59, rising to $2.03 in 2000. Shares of the stock recently
traded at $43 5/8.



To: Kent Sarikaya who wrote (561)2/26/1999 10:43:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 718
 
Kent, Thanks for the tip on NSIT. Meanwhile also look at IFCI - Joe Dancy and I are thinking that this might be another Dycomm type of play on the telcomm industry.. And just like AFLX, it's cheap....

AFLX is still a "show me" stock, but pieces are in place for AFLX to turn profitable once again this quarter....

Joe and I have learned that patience with unbdervalued small caps pays off over at the Lonestar Growth Investor. Sit on 4 or 5 of these types of stocks and one will eventually rocket off....