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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Art Bechhoefer who wrote (111)	4/8/1999 3:17:00 AM
From: Bill Zeman	Read Replies (1) of 194

Art IACO looks like a decent little sftwre company to possibly get involved with. I am very wary about LITTLE sftwre companies as I have been badly burned b4 in one. In order for a sftwre stock to be a good buy, they have got to have a killer app. The more killer the better. Are Eureka and some of there other products actually as good as you and others I have read say? I just don't know enough about enterprise sftwre to make a judgement. I will talk to a friend I have who is a programmer for SSW. As to why it has gone down so much, I believe it has to do with their last earnings report and subsequent conf call. I have gained considerable insight into what was said even though I did not hear it by reading multiple impressions on the Yahoo thread. I will cut and paste some of the better posts, (some very prescient) on the IACO thread. That thread needs some livening up. Bill Zeman

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