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Microcap & Penny Stocks : Infonow INOW, Report over 3X earnings. -- Ignore unavailable to you. Want to Upgrade?

To: JW Steve who wrote (30)	3/7/1999 12:05:00 PM
From: Glenn Petersen	Read Replies (1) \| Respond to of 80

JW, I think that you made a good decision, Here is some news of another marketing alliance: biz.yahoo.com Friday March 5, 9:34 am Eastern Time Company Press Release Periphonics Announces Marketing Alliance and Technology Partnership With InfoNow BOHEMIA, N.Y.--(BUSINESS WIRE)--March 5, 1999--Periphonics Corporation (NASDAQ: PERI - news), a leading worldwide provider of products and services for call processing solutions used in Computer Telephony Integration and Telecom Enhanced Network Services, has announced the signing of a marketing alliance agreement with InfoNow Corporation (OTCBB: INOW - news), a leading provider of advanced Prospect Management Services. The agreement provides for mutual exchange of prospect information and a close integration of the two companies' products through the release of a jointly developed and tested interface between the Periphonics VPS (Voice Processing System) and InfoNow's Prospect Management Services. Rob Latour, regional manager, partnership program, at Periphonics, said, ''We are excited about adding InfoNow's prospect and referral management solution to the suite of products we can offer our customers. Automated prospect and referral management is an area that we see increasing in importance for many of our clients. We believe that InfoNow offers the best overall solution in this important area.'' Latour added, ''InfoNow meets the stringent requirements we have set for quality and certification. Its breadth and depth of technology offerings, coupled with Periphonics' product knowledge, make the company an ideal technology partner for us.'' Brad Browning, InfoNow's vice president of client development, said, ''We are pleased to work with an industry leader such as Periphonics. This new relationship will combine InfoNow and Periphonics technologies to provide superior value for customers and offer an additional point of leverage for both companies. The Periphonics VPS is widely used by customers in several of our target markets. This alliance will allow us to leverage existing relationships to increase the distribution of our automated Prospect Management Services on Periphonics systems.'' About Periphonics Periphonics Corporation is a global leader in the development, marketing and support of products and professional services for Computer Telephony Integration (CTI) and Telecom Enhanced Network Services. The company's products and services utilize such technologies as interactive voice response (IVR), advanced speech processing with large vocabulary recognition, natural language processing and text-to-speech, as well as interactive processing via Web browsers, messaging, and fax. Periphonics also provides comprehensive professional services including project management, software application development, call center integration and script and grammar development. The company's products and professional services help its customers enhance their customer service offerings, increase caller satisfaction, reduce operating costs and often create new revenue opportunities by automating call and transaction processing. Periphonics is an ISO 9001/TickIT registered company with systems installed in more than 50 countries. For further information, visit our site on the World Wide Web at www.peri.com. About InfoNow InfoNow provides advanced technology Prospect Management Services to leading corporations, including six of the eight largest banks in North America, seven of the ten largest global computer and networking firms, as well as other industry leaders such as American Airlines, FedEx, Goodyear, Shell and United Healthcare. Additional information about the company can be viewed on the World Wide Web at www.infonow.com.

To: JW Steve who wrote (30)	3/29/1999 3:59:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 80

JW, INOW finally filed their 10-K last week. It makes for some fascinating reading. I posted the following on the UNDISCOVERED NET STOCKS...Not yet BOOMING! thread: InfoNow (INOW), which filed its Form 10-K last week, provides "...a modular suite of web-based inquiry management services delivered on an outsourced basis via the Internet...(its) services enable companies to respond to consumer or commercial inquiries in a targeted, one-to-one manner and effectively integrate third-party channel resources such as dealers or resellers into the selling process. InfoNow's services can respond to inquiries received across a client's enterprise, including their Internet site, call center and Interactive Voice Response (IVR) systems." The 10-K and the related proxy materials can be found at: sec.gov sec.gov Highlights from the 10-K and proxy materials: 1) The company reported revenues of $2.5 MM in revenues for the year ending December 31, 1998, an increase of 137% from the $1.1 MM reported in the prior year. 2) The company had a backlog of $4.8 MM at the beginning of this year and estimates that it will generate revenues from that backlog of approximately $3.4 MM in 1999. Additional revenues will be generated from existing contracts and additional contracts signed in 1999. 3) The company expects to be profitable beginning in the second quarter of this year. Their infrastructure is in place (and fixed) and can support a significant amount of new business without adding any substantial new costs. 4) They have a blue chip list of clients, including American Airlines, Apple, Bank America, Cisco, Citibank, Compaq, 3Com, FedEx, Maytag, United Health Care, NationsBank, HP, IBM, Intel, UPS and Visa. 5) Michael Johnson, their CEO and President, spent five years as a consultant with McKinsey. Michael Basch, their Vice President of Sales and Marketing, was a founding officer of Federal Express and conceived the FDX tracking and tracing system. 6) They appear to have spent most of 1998 getting their house in order and positioning the company for some explosive growth in 1999. They raised $1.906 MM in financing in 1998 and they are looking to raise an additional $4.0 MM this year and move to a Small-Cap listing. See the press release at: biz.yahoo.com 7) Their auditors lifted the "going concern opinion" that was attached to their 1997 numbers. 8) There were only 7,009,243 shares outstanding as of March 10, which gives the company a market cap of approximately $31.5 MM. There are outstanding options for 2,153,553 shares at an average price of $1.38 per share and outstanding warrants for 532,863 shares at an average price of $2.03 per share. It appears as if options on 194,000 shares were exercised subsequent to year end. These shares are included in the March 10 numbers. (I am a little unclear about the origin of the post year end issuances as there is no disclosure in the subsequent events section of the audit report.) 9) As of December 31, 1998, the company had NOLs totaling $7.246 MM. 10) On the negative side, the company registered most of the insider shares last year, though this does not appear to be a pump and dump. The above is JMHO and I would encourage everyone to do their own DD. I have been accumulating this stock for the last two months and I have been surprised that it has not popped up on anybody's radar screen.