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Strategies & Market Trends : Value Investing
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To: debrahaugen who wrote (9698)1/20/2000 4:51:00 PM
From: jeffbas  Read Replies (1) of 78729
 
On TMBS, this is the sentence from that release that I did not like:

" Software sales grew 6% to $6,749,000 in the
third quarter of 1999 from $6,360,000 in 1998."

I also believe that the Street (and I) give more weight to progress on sales of products than service revenue. While service revenue can actually be more important, because it can have higher margins, the sales give a good measure of how dynamic their product array is. As an example, how would you feel if service revenues were up even more and
software sales were actually down - in my opinion, the stock would get killed.

I am not intending to say the company is no good, but perhaps it is not materially undervalued. Have you asked the company about the outlook for software sales growth?
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