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Technology Stocks : TouchStone S/W (TSSW)
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To: Ernest K Brandt who wrote (2774)8/1/1999 1:59:00 PM
From: David Alan Cook  Read Replies (1) of 3627
 
Erni,
I have done very well in the past investing in small cap turnaround companies that have been out of favor with investors. Some work out . . .some do not.
I believe TSSW is undervalued and out of favor because management has not been able to consistently market the company's products which have been favorable received in product comparisons in the past. I am waiting to see how the company's:

1) Acquisition with Unicore will impact revenues and earnings in the coming qtr and beyond
2) How the deal with Compaq and License agreement will impact revenues and earnings in the 2nd qtr and beyond
3) How the company's deal with the second largest modem company will improve revenues in the 3rd qtr and beyond
4) How the recent agreement by the company's insiders ( Who have the best information ) will affect the mgt's efforts to increase shareholder value.

I also believe that one must do their own DD on any stock that he /she buys.

Internet is a good way to share ideas and information. Investors must also observe the comments of those investors / traders who post . IMO there are just as many people on these boards that post inaccurate information with the hopes of causing shareholders to panic sell as there are posters who are trying to cause people to panic buy. I am also curious to see posts from many so called owners of TSSW that constantly post that they are going to sell the stock . . over and over but yet are intriqued enough to attend shareholder meetings . . .etc.

I am holding my investment in TSSW because my reasons for buying remain unchanged:

1) Company trades at a steep discount to the industry average price ratios
2) Company's balance sheet is strong with a good cash / debt ratio
3) New products ( bundle agreements, partnerships, license agreement with Compaq and Unicore merger ) offer the potential for a turnaround.

DC
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