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Technology Stocks : Software 2000 (SFWR)What do you know about this company??

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To: Robert Masten who wrote (1)11/1/1996 12:19:00 PM
From: stock talk   of 13
 
Robert: Great Company & good balance sheets. They are able to retain over 90% of their clients the highest in the industry. Plenty of awards, but the insitutions were dumping this stock big time over the last 3 months. I can't figure out why, the only the I can think of is the Company has said its 4 quarter(ended Sept 96) is the the strongest and they came in a little light and the company says the 1 & 2 quarter is the weakest(the next 2 quarters). But if orders got push out from the 4 Q to Q1 & Q2 it may be a good upside surprise against weaker comparisons.
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