GEAC - A New Era? Message Board

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Gold/Mining/Energy : GEAC - A New Era?

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To: Sultan who wrote (258)	6/22/2004 8:17:43 AM
From: Ally	Read Replies (1) of 330

Revenue growth 14% over last year's quarter. Gross margin was 63% up from 60% last year due to higher contributions from license revenues, customer support and professional fees (high margin items). Total operating expenses in Q4 were $49.4 million, down from $49.7 in Q3, indicating that the company is watching costs closely. Balance sheet has $107.7 million net cash. I'm hoping the company will do a small accretive acqusition this year. An acqusition will add juice to the stock and will attract growth oriented investors. Geac is very undervalued with a 12 times multiple. Other CBM stocks such as Cognos and Business Objects are trading at 30 times multiple. ally@zoomgeac.com

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