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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?


To: Bill Zeman who wrote (108)4/7/1999 2:10:00 AM
From: Paul Senior  Respond to of 194
 
Bill Zeman: VERY NICE posts on IDTC by you. Thank you. I appreciate your taking the time to post information here and especially to me on another thread when I asked for some assistance.

You put a lot of effort into clearly documenting your ideas, and regardless of how IDTC ultimately turns out, I want to say I also liked what you had to say, I bought your arguments, and I bought the stock. I hope your good work can continue!

Regards, Paul Senior



To: Bill Zeman who wrote (108)4/7/1999 10:55:00 AM
From: phoenix  Respond to of 194
 
Bill,
I need to also thank you for the IDTC tipoff. As a result I ultimately dedicated a very large portion of my portfolio to IDTC, buying in at around 15. Still holding and confident that there is even more appreciation ahead.

Roger



To: Bill Zeman who wrote (108)4/7/1999 5:20:00 PM
From: Art Bechhoefer  Read Replies (1) | Respond to of 194
 
Bill and others, have you ever considered Information Advantage (IACO), a firm that has developed business enterprise software, also known by names such as Online Analysis Programs. The company went public a little over a year ago, is based in Edina, MN, and about 10 percent of its shares are held by St. Paul Companies, a large casualty insurer. Share price has run between 2 and 15, was 14 early last month when latest earnings were announced, then dropped to near 5, its current level. Company has a highly regarded product, known as MyEureka, which can search company databases, extract info, analyze it, and present it in usable form to a user at a particular workstation. It can be customized for each company worker who needs specialized information or analysis of the info.

I started following this company about a year ago when I was looking for Internet or Intranet firms that were distinguished from most in that they were making money. The software is being used by several companies, including FedEx and Dayton Hudson. People who have used the product believe it is more comprehensive and better quality than the competition, which ranges from firms like Oracle to Onyx Systems. Overall financial condition looks more stable than most, but, like SNDK, the stock seems to go nowhere. Any thoughts? Art



To: Bill Zeman who wrote (108)4/9/1999 4:37:00 PM
From: Sam  Read Replies (1) | Respond to of 194
 
Bill,
Have to add both my congratulations and thanks for IDTC. Based on your pounding the table on the SNDK and this thread, I started following the thread, bought some earlier in the week for a little more than 19, and now have an over 50% gain in just a few days.

Having just read what I wrote I somehow feel unclean. I feel like that commercial: "You mean, with just a $10,000 investment, I can make $40,000? Wow! Where do I sign up?" Ugh.

I'll have to live with it somehow.<vbg>