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Technology Stocks : Active Software Inc (ASWX)
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To: daffy who wrote (99)4/20/2000 9:47:00 PM
From: Bret Masterson  Read Replies (1) of 105
 
ASWX positioned to rebound strongly

(1) ASWX technology and product architecture is truly best of class vs. others in this space (BEAS, VITR, TIBX, NEON), and I expect them to continue to grow revenues at an impressive pace.

(2) ASWX currently valued at a substantial discount to VITR and TIBX which both have P/S ratios of 70 or so, whereas ASWX is only around 20. However, ASWX technology and sales momentum is as strong or stronger than these other two.

(3) Look for positive earnings to get the stock up to around 80/share (my current short-term target on this stock.

(4) As for why it is down from $142/share, that has much more to do with extreme speculative excess in the market in general than with this stock in particular. Personally, I had liked ASWX for several months, but could never persuade myself to buy it at that high of a price. When it dropped down to the $30s, I finally bought. Its a great company with loads of potential, but I'll probably sell half my holdings if it hits 100/share in the near term.
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