May and Speh (SPEH) Information Mgt Services

STOCKTALK

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Technology Stocks
May and Speh (SPEH) Information Mgt Services

An SI Board Since January 1997

Posts	SubjectMarks	Bans
24	0	0

Emcee: Rich Benjamin	Type: Unmoderated

Introduction Compact

May & Speh provides computer-based information management services for direct marketers. Its direct-marketing services include database creation, data mining, data warehousing, list processing, and predictive behavioral modeling. May & Speh also provides outsourcing services to companies that wish to farm out their data processing. The company has targeted direct-marketing customers in the consumer products, financial services, industrial, and retail industries. Its nearly 200 direct-marketing clients include Capital One Bank, CUNA Mutual Insurance Society, Intel, Mead Johnson Pharmaceuticals, and Sears.

This company's stock recently dropped 33% to $8 with the announcement that earnings for the Dec. 96 quarter would be .09 instead of .11. Does anybody have any thoughts on whether or not this was an over reaction resulting in a good buying opportunity?

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
24	information management services for direct marketers? Beautiful market.	greentree	-	6/8/1998
23	SPEH recently recieved an upgrade from Alex Brown and reported a large contract	Jim Malone	-	9/20/1997
22	I pulled the triger at 11 7/8 - looks like we both got out a bit early. :-) -j	Early Out	-	6/29/1997
21	John, I didn't like the way it was trading this morning so I pulled the tri	jeff c.	-	5/23/1997
20	looks like someone big knows something....volume has been increasing....i reall	jeff c.	-	5/23/1997
19	Things have been looking up the last 2 days, any ideas?	Early Out	-	5/22/1997
18	agree...am holding firm.....not being greedy, just patient.....c-ya j	jeff c.	-	5/20/1997
17	It really has held up well, and in fact I am finally back in positive territory	Early Out	-	5/15/1997
16	I have Trident (TRID) which held up and Pure Atria (PASW) which I'm down 10	Rich Benjamin	-	4/13/1997
15	You may be correct...this stock has held up quite well......guess I'll hold	jeff c.	-	4/11/1997
14	Ive just been working w/ my real job.......until things get better....hopefully	jeff c.	-	4/10/1997
13	I'm waiting for some news that will make it start to move up. I have been	Rich Benjamin	-	4/10/1997
12	It has held up very well considering....it's just tieing up my cash....but	jeff c.	-	4/10/1997
11	Jeff, I sold it a while back. It looks like it has held up pretty good during	Rich Benjamin	-	4/9/1997
10	Are you still holding this stock.....I haven't been too pleased...... just	jeff c.	-	4/8/1997
9	Thanks for your response....hope you're right on both counts....I need a br	jeff c.	-	2/16/1997
8	Jeff, I was thinking about why SPEH might have had those 200,000 purchases the	Rich Benjamin	-	2/16/1997
7	I haven't heard anything. But I think the recent drop is an over reaction	Rich Benjamin	-	2/14/1997
6	Noticed the end result......Hopefully good things in the making.....any news? j	jeff c.	-	2/14/1997
5	Rusty, did you see the large blocks traded today before SPEH shot up? I wonde	Rich Benjamin	-	2/13/1997
4	Rich, Thanks for the info you have provided. Nice volume on SPEH today: 263,60	Rusty	-	1/28/1997
3	Rusty, Check out Inference. Their stock (INFR) also got hammered lately. The	Rich Benjamin	-	1/23/1997
2	Rich, I believe their recent drop was an over reaction to the reduced earnings.	Rusty	-	1/23/1997
1	May & Speh, Inc. Reports First Quarter Operating Results	Rich Benjamin	-	1/23/1997

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