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Technology Stocks : Industri-Matematik Intl (IMIC) -- Ignore unavailable to you. Want to Upgrade?


To: bob zagorin who wrote (227)5/17/1999 9:46:00 AM
From: Greg h2o  Read Replies (1) | Respond to of 349
 
i only have the i2 report in hard copy, but here's an interesting excerpt: <What i2 has recognized is that the key to success in online selling and trade--even more so than in traditional channels--is linking customers, vendors and suppliers; shrinking the fulfillment cycles; delivering to promise; and finding the sales and fulfillment strategies that can optimize inherently shrinking margins.... With this acquisition (smart tech) a potentially much broader and deeper addressable market is aded, and the company's e-commerce message becomes more explicit, both of which should be positives for the long-term valuation. >

they're going to be focusing on the area in which imic integrates with them. a friend of mine in the industry said he's really surprised somebody hasn't taken out imic at this point. of course, it's ridiculous to buy just on that speculation....
greg



To: bob zagorin who wrote (227)6/12/1999 11:31:00 AM
From: Samuel J. Bennett  Read Replies (1) | Respond to of 349
 
Late notice....I just got in again at the $2 1/2 level. I also saw the move on my TC2000...looks like a monster move is about to happen. Last year I sold at around $6 to 8 1/8, after buying at $5 1/2 to 6.

sam