Timberline Software (TMBS) Message Board

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Technology Stocks : Timberline Software (TMBS)

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To: Jalali who wrote ()	1/27/2000 6:59:00 PM
From: James Overko	Read Replies (2) of 819

12 reasons why I bought 5,000 shares of TMBS at 12 1 highest priority reason 1. SUPPORT FEES -- Every software sold by TMBS is a support fee forever --- no accountant wants to do a software conversion ? thus? that is why you are seeing Timberline's service revenues grow to a larger % of revenue?? my own company pays TMBS $2,000 a year for support 2. Year 2000 sales -- Management said last night in the conference call that January 2000 sales were VERY strong 3. Balance sheet PERFECT ? Cash Is over 20, million despite paying off a NEW building ? no rent and no mortgage --- No Debt -- A LOW RISK INVESTMENT with high upward potential -- 4. Software is the best business in the world (huge margins ) -- when we add to our company licenses -- there is no cost to TMBS -- pure revenue -- we call/ we pay/ and they give us a number to input to open a new license 5. PREPAID FEES on the balance sheet are up almost %35 percent 12/98 ? 12/99 !! ------translation ? sales and revenue continue strong for 2000 6. Working closely with MSFT ? watch what happens ? I will tell you I told you so later 7. Management stated that they are very comfortable with 25% growth in 2000 ?comparison --- Quarterly Earnings ? 25 cents (11.75 a share) Microsoft 44 cents ($99 a share) ? Growth rates for each company are not that far apart 8. Richard Dent (the boom ahead) correctly predicted the Real estate Boom 1995 ? 2008 ? why -- demographics? Because the baby boomers are in their highest income and house buying age range ?add to that the stock market wealth effect --- construction will continue to boom despite higher rates 9. Number of "employee wanted" advertising is way up ? does this tell you anything?? R&D % costs are going up ? this is a sign of a strong company by many analyst's benchmarks 10. INTERNET / INTERNET -THE WILD CARD-- TMBS has a market cap of only 150 million ? according to MGT last night they have been approached by multiple potential partners --- I Believe in management and know they will pull the right trigger in 2000? 11. I beleive the buyout value of this company is $30 a share for the reasons stated above -- 12. RE Mgt Software increase is dramatic with much upside

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