Timberline Software (TMBS) Message Board

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Technology Stocks : Timberline Software (TMBS)

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To: James Overko who wrote (794)	3/18/2000 1:07:00 PM
From: WTSherman	Read Replies (1) of 819

James, you may well be right about the importance of TMBS cultivating a relationship with MSFT. An explosion is quite possible. On the other hand, I don't think that TMBS will really take off until the long term course of interest rates is clear. With so many of their customers believed to be sensitive to interest rates, the current environment is very challenging for TMBS. Until and unless the economy cools down to a growth rate closer to 3-4% the fed will continue to raise rates. The Greenspam has made this clear. This will keep a lid on stocks that are interest rate sensitive. The big danger here is that the fed will raise rates to the point that the housing and construction markets really start to falter. If this happens then things could get ugly for little Timberline. Hopefully, not... I'm still holding a modest core position, because I like the company and the things its doing. I'm not investing more or going back to anything like the position I once had, though. At least not until I can reasonably predict the course of rates. Keep the faith! WTS

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