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Technology Stocks : NT Accounting Software (GPSI, PSQL, SOTA, TMBS)

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To: Alan A. Hicks who wrote (124)1/20/1998 12:55:00 PM
From: Trader Dave  Read Replies (1) of 149
 
Very few serious investors go to the wall street forum.

Robertson lost their so-so analyst that covered sota to montgomery. Dravis is unlikely to pick up sota at montgomery.

Channel info is interesting thanks for the input, but we may be stuck with this thing with no visibility.

Although many of the comparables such as baan and psft have high valuations, you may see their valuations come down rather than sota's go up.

If they make it through this quarter, they should have some decent momentum going into 1998, but who's gonna tell the institutional community?

TD
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