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Non-Tech : The Source Information Mgmt Co.(SORC) -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (89)12/21/1998 11:38:00 PM
From: Ken W  Respond to of 121
 
Sergio,

The Amigo thing...gotta ya.

SORC: Institutions own 13% and have been buying more over the last 3 months. Retail has been nearly matching that of the institutions.

Insiders (Katzman) has been buying here and there over the last few months too in the 5 to 6 range.

SORC has out performed the s & p over the last year buy a considerable percentage. Relative to the industry, SORC has outperformed and is expected to grow at a faster rate than the others and yet is trading at a PE discount.

I'll nail down the real numbers and give the company a call.
I want to talk with them about the buyout of Brand and what it is expected to bring to the co.

Ken