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Technology Stocks : Healthcare.com Corporation (Nasdaq: HCDC)was [HDIE] -- Ignore unavailable to you. Want to Upgrade?

To: Emec who wrote (12188)	3/14/1999 11:47:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 15094

I'm generalizing of course, and there will always be extreme or unusual circumstances. For example, sometimes a stock may get extremely detached from its underlying fundamentals because its trading float is tiny. But over the long run, I'll stick by my original analysis. It seems NEON has a lot more oomph behind it. Their top-line growth in the higher margin software business seems far superior, and the stock seems to have far more liquidity because its obvious that the company has been able to float a lot of stock and remain cash-flow positive. The stock is a bit expensive, but it seems that management is executing well. If I was inteerested in investing in this area. I would probably buy NEON and avoid or short HDIE.