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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Pink who wrote (7954)4/21/1999 9:39:00 PM
From: Barry K  Respond to of 18998
 
All,

WOW!!! Check out ADSN!!!

If you have not yet listened to the taped interview that Wall Street Interviews held today with Gerald A. Pesut, President & CEO of Advanced Systems International, do it now!!

It is a great interview that provides valuable insight to this
wonderful investment opportunity.

The interview is located at:
wallstreetinterview.com

Here are some of the cryptic notes I took during the interview.
Keep in mind that I'm not a stenographer.... (but I am long in ADSN)

Regards,

Barry
==================================================================
Has become an industry leader

Interfaces with legacy systems

Developed leading edge middleware product

1st qtr release showed very significant profits

Customer base is diverse

Core competency

Focus is fortune 1000 companies
Strong products
Clear leader

Middleware based on modular components with hooks to SAP,
Oracle, etc.

Stong management team - growth and startup

Experienced in industry
Prod/technology managers

Current customer base
One major customer has
15 installs, and still has 160 plants qualified to
Install products (think about the profit margins here!!)

Grow from current customer base

Well funded
Have investors from growth stage very supportive

Plan small cap NASDAQ company in 2nd half of this year
Investor base is lined up for this round of funding

Profit drivers
Executing business plan
Earn and gain creditability in marketplace
Improved communication to industry - hired PR firm
The partners - continued announcements in this area
Strong management
Business plans calls for strength in net income line

On target with business plan

Objectives/goals

Business plan $11.6M rev in 1999 - $2.4M profit 1st qtr.
Growth qtr to qtr

Expand sales organization

2 product lines
Next level of expanding partnerships

***** Working with one of the major software companies to develop a
***** complete solution for this marketplace
***** MAJOR ANNOUNCEMENT COMING!!!!!


Strength is ability to customize their programs to their
customers needs based on an engine to tailor rather than customize

Large window of opportunity is Electronic commerce -
Business to business

Time Lines
Short sales cycle
Early payback

Excitement for future
Offer an excellent opportunity to industry marketplace
Investment community
Business plan



To: Mr. Pink who wrote (7954)4/21/1999 9:52:00 PM
From: SirVinny  Read Replies (3) | Respond to of 18998
 
You disgustimg piece of filth. How dare you go on other threads insulting its members.

First of all, with a name like pinky I'm not sure there is a Mrs. Pinky.

Secondly, you pride yourself on your moronic picks. Yet you neglect to mention the overwhelming number of misses. You made $8 today shorting BII. Yet you neglect to mention to your loyal following that you've been trashing BII eversince it was at $6. Since then it had climbed to $32...you missed it by $26 you piece of unworthy fertilizer. Your abilities to pick stocks are no better than a Carnival psychics. At least with them we don't have to endure the smell.

SirVinny

His royal
Pinkness does with His beloved Mrs. Pink, but He would have to say that His methond is much more
pleasureable.



To: Mr. Pink who wrote (7954)4/21/1999 10:26:00 PM
From: xcr600  Read Replies (1) | Respond to of 18998
 
Today's inets an opportunity to short again or are they gearing up to fly again? I went short WCAP to hedge my LPGL long.

btw, the BIDS people are very delusional. I got a co-worker in on it when it was 6, FORCED him to sell at 20. He thought it was going to be another EBAY. Yea right. So he is now richer for his decision(mine) and thanks you whole heartedly for your flying turd pick.

x



To: Mr. Pink who wrote (7954)4/22/1999 9:50:00 AM
From: steve host  Read Replies (1) | Respond to of 18998
 
Mr Pink -- Agreed, Bid.com - they just don't want to wake up to reality. Maybe I covered a little too soon, but who can argue with profits