Systemsoft is a company founded by ex-Phoenix Technologies
managers. SystemSoft stock has surged dramatically because
of a hot new product that is *almost* out called SystemWizard.
While SYSF's historical revenues and earnings are substantially
below PTEC's, such hot money managers such as Hambrecht
and Quist and Volpe Welty are telling us that this is basically the
next Microsoft, possibly better.
I urge everyone that is not already on this rocket to seriously
look at this as potentially the next Microsoft. With 170 PE, it
may seem expensive, but not really when you factor in potential
growth and 50% historical earnings growth for the past few years.
20th Century Funds bought into this one big time and they are
one of the biggest funds around besides Fidelity and a few others.
What would happen if Fidelity bought a huge chunk too? This
is possible, since SYSF and Fidelity have corporate offices in the
same area of the country. The short position is also pretty big,
and you know what that means if we get some short covering.
You really can't compare this company to Phoenix Technologies,
because Phoenix doesn't have DEC and Wang to back them
up like SystemSoft does in the "call avoidance" arena. HOT STOCK. |
