Modified | DDT |>| TUE.MAY,000530,11:34-4 |

CoSy/Home ; CoSy/Current         ?Wha?         BobA-In-Y2K.org

© Bob Armstrong .

 
  =166==DAYS=TO=ELECTION======: THU.MAY,000525 :============================
|16:44| Greg Craig | intelegent infra stuctr  soln provider  .
Eneerprize integrator .
 cmrcl sys grp of OAO Corm  . 204 Engagement locations .
 SEIBEL - SAP | outsourcing Data Ctrs & desktops .
  & IT Staffing Recruiting training .
  Managed Care Payer  30 modules 3M line of code .
  eBusiness consuldton : call ctr  "Circule of Customer Care"
  Partner w most interestingly , Qwest . CoHost for ASP offerings .
  Bank of America . AT&T contract in Canada . JV in MX .
  run TradeCast call/contact ctr .
  GeoPlexes .
  Plumtree Legacy .   PhilipMorris Data Ctr outsource .
  6th Q of profit .
  Level 2-3 on CMUs software maturity scale .
  Price sensitive aiming at  win-win solutions . Legacy systems . Leverege .
  Street aiming @ .2$ this yr . but spending .15$ on new mkting to grow out
  of fed domain . plan to continue profitability .
  complete an accretive acquisiton - looking for value .
Jeff Fox : CFO :   .37 agr over last 5 yr .
 New Busn growint |   4 9 18 40   | 8M$ new in Q0 .
 `98 had 2 cown qs
  +\ .18 .27 ".21 .11 .20    | M$ est 2000
    0.18 0.45 0.24 0.35 0.55
 New rev sources
 0 debt  2.5 cap ratio . 25M$ AR . | Book $2.4 % share , Stoc 3.25 |
 Bank of Amer $35M line o Credit .
 Transitioning to new sector business .
 Traditional business predictable cash flow .
 HIPA reporting standard Proprietary Software w high service component .
|17:6| Qs : Abe : gross & net profit .15 .03 , gross prof margin ASP recuring
 stream ApDevelop&Maintanance
 Abe : how long to see ? improvement over next yr .
Aud : Large pie . any large fish in niche ? Enterprise Intigration :
 Whitman/Hart - bought US.Web .  Data Ctr Mngt background .
 Hosting Applications is what they have been doing .
 SafegardScientific owns bunch . Mngt : | Ted :
 12M$ Cash on Books . Stock : 3.125  ( Dow off > 200 )
 Software/Hardware Health   %member % Month . way to sell into small plans .
 for HMOs etc .  36 - 60 mo annuity +  $150 % hr tek support .
 300k life orginazation
Clare : stock acqs ? stock was 11 . Would use Cash
 all time hi 12.25 , low 2.25 |
 Acqs looking at ? Call Ctrs , acq Client Server  AS400 .
MichaelStorm : sell self ? for enough money .
 Cost Structuer :  lease all buildings . SG&A .13 of Sales .
  Costing rather than Capitalizing sales expansion .
 Abe : Software developers ? 150 - + JV \

 Kris : | ACT not .25 of mkt SIEBEL .8 of mkt .
  Languages : Java  COBAL , RPG
  hi people utilization .
  outsource IBM Portsmith & Warwick Geoplexes .
 ASP very fast growth .  Healthcare real core - starting to go .
 No one owns ASP middle.mkt  .
 55 % 3.25 |>| 16.92  | M shares out .
 IBM contracts up for renewal Aug 16 - They analysing bid . w know by
 July - 32M$ .
|17:33|