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   =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 +  $150 % hr tek support . 300k life orginazationClare : stock acqs ? stock was 11 . Would use Cash all time hi 12.25 , low 2.25 | Acqs looking at ? Call Ctrs , acq Client Server  AS400 .MichaelStorm : sell self ? for enough money . Cost Structuer :  lease all buildings . SG&A .13 of Sales .  Costing rather than Capitalizing sales expansion . Abe : Software developers ? 150 - + JV \ Kris : | ACT not .25 of mkt SIEBEL .8 of mkt .  Languages : Java  COBAL , RPG  hi people utilization .  outsource IBM Portsmith & Warwick Geoplexes . ASP very fast growth .  Healthcare real core - starting to go . No one owns ASP middle.mkt  . 55 % 3.25 |>| 16.92  | M shares out . IBM contracts up for renewal Aug 16 - They analysing bid . w know by July - 32M$ .|17:33|