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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Carl R. who wrote (9805)11/14/1999 11:34:00 AM
From: Lars  Read Replies (1) of 15132
 
Carl R.,

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Unfortunately most are no longer bargains, so I can't recommend purchasing them at these prices. The only one left that is still a bargain is ARDT. COGN is probably ok, and perhaps HUMC and HYSL.
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Hey what are you doing? These companies are showing profits. HA!

I am not an expert in this area but I use HYSL products. I think they are very good with some of their products, one in particular but the others are in severe competition. Their recent acquisition was done for very good reason. In fact, I know someone who worked for them years ago and sold his stock to buy the other company. Ironically, HYSL bought them out. HA!

I recently sat through presentations for OLAP products. Absolutely fascinating. The one thing I came away with is this: The best companies out there are currently private. I watched one presentation and I was in awe of what the hell they can get this software to do AND most importantly, this one company in particular had implemented their product at major companies. If they ever go public I will back up the truck.

Of course, I am looking at these companies as a long term play. Short term they may be great choices.
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