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To: Dale Baker who wrote (4770)4/26/1999 1:24:00 PM
From: JustInTimeRespond to of 118717
 
ITIG: Same business as Keane (IT Consulting); gets 35% of its revenue from SAP installs/consulting. Was beaten down earlier this year from news that SAP sales were slowing. SAP reported better than expected sales:

quicken.excite.com

Already near low, low PE and possibility of increasing sales and revenue because of upturn in SAP leads me to beleive that ITIG may rebound.

AGAM: Don't know too much about this company except that make equipment for gaminig industry and that they reported much better than expected results and a return to profitability. DOwn from $6ish to current 2 3/4.

quicken.excite.com

BVRTF: To be honest this is speculative but I have been reading a lot of rumours that there may be an IPO of their Netgame affiliate (BVRTF owns 44%). That usualy boosts the stock.

Thats all I have for now; hopefully it is enough to make you decide to do more DD or not. If anyone does more DD, and can add anything, I'd be mighty happy to hear it.

Thanks.



To: Dale Baker who wrote (4770)4/26/1999 1:36:00 PM
From: moeboRead Replies (1) | Respond to of 118717
 
Dale,

What are your thoughts on Metamor Worldwide (Nasdaq: MMWW) as a candidate for 50% gains? While performing my DD on USWB I came across this firm and liked what I saw (i.e. - business prospects, low p/e multiple, high est. growth rate). I took a position in the Dec 12.5 calls. Thanks in advance for comments.

Here's some introductory DD:

yahoo.marketguide.com

Metamor Worldwide, Inc. is a provider of IT services that consist of supporting the flow of information within and between companies and institutions through computer systems, software and peripheral systems. For the FY ended 12/31/98, revenues increased 60% to $850.5M. Net income from continuing ops. totalled $36.9M, up from $18.3M. Results benefitted from internal growth, and a shift in the business mix toward higher-margin Solutions services.

yahoo.marketguide.com

Insiders ownership is approximately 90%.