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Gold/Mining/Energy : BCE Emergis - global e-commerce -- Ignore unavailable to you. Want to Upgrade?


To: rocki who wrote (787)5/28/1999 7:24:00 AM
From: salva  Read Replies (2) | Respond to of 1341
 
Morning rocki-after writing you contacted Public relations in IFM and told them of my opinion that presentation was too quick-she agreed!

Some very good news: Maintains that the target of $175 million is on track for /99 and Q2 is on track also! (intimated it would be good!)
She stressed that they want to be the " 1 BILLION $ " company in 2 yrs
so everything is on track.

'recurring business ' is doing very well (& will impact on earnings)
and get this, they expext to sign new contracts in 2nd half to make them achieve the the $ 175 million all WITHOUT E-ROUTE!!!!! (which will kick in only in Q2 /00,) and WITHOUT acquisition bottom line contributions!! So they must be doing really OK!!

My guess is that Ameritech will kick in a few contracts in 2nd half
+ others.

Feel more confortable now. We should see better prices in a month or two when the earnings confirm the 175M tracking and e route + contracts, acquisitions, etc...

I want to say this: these guys are really working hard-spoke to several on the 'launch nite-25th' and can confim this.

We're Ok, we will see higher prices when pieces fall in.

rgds
salva