Cayenne Software (CAYN) Message Board

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Technology Stocks : Cayenne Software (CAYN)

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To: G. H. who wrote (722)	2/20/1998 1:58:00 PM
From: Wink	of 1096

I listened in but did not take notes. My "feel" for the call was one of neutrality. Two of your points reinforce this feeling. >>6. No new products this year, but look for major updated releases of existing product, to increase funtionality. This means no large development costs.<< It also means "no new products", which for a software company is not good (IMHO). How much can they earn by continuing to sell updates to existing customers? While it is true this will keep costs down, it may also keep revenues down too. >>9. The only negative that I heard is that they do not have a good understanding of exactly how their customers are using their tool sets. This needs to be addressed.<< How can they know what to create, whether updates or new, if they don't have a handle on their customers needs? Note also that they plan on keeping R&D flat for 1998. Again, for a software firm, this is not good. All in all, The best comment was that they expect to have 4 positive quarters. if they miss one, it spells disaster (IMHO). ;>)

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