Susie's and Tiffany's Hot Stock Tips Message Board

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Pastimes : Susie's and Tiffany's Hot Stock Tips

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To: SusieQ who wrote (3614)	6/17/1999 3:51:00 PM
From: Enam Luf	Read Replies (2) of 5803

A great long-term tech play is MYSW (MySoftware Company). Definitely worth a look. Great new management has recently returned the company to profitable growth, and their new web business (1st online customer prospecting biz) is picking up speed quickly. They have a very profitable operating model (the best online margins I've seen due to the revenue sharing deals they cut with marketing data providers) and have been making all the right moves to position themselves in the industry (deals with Intuit, Symantec, ZDNet and others). The company is still tiny (75 million cap) and unknown, and has a low float, which is tightly held. The last 5 consecutive quaters they have beaten expectations and I'm guessing they will again this quarter. If their online business hits the mark, there could be 300% or more upside appreciation potential, if not, they have a profitable and growing software business adding fundamental support (which I feel limits the downside on the stock to about 30%). I know the management team pretty well and am betting they can pull it off. -Enam (I have tons more research on these guys if anyone is interested)

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