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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (12263)	4/3/2001 3:50:52 AM
From: Dale Baker	Read Replies (1) of 78748

I added some AREM Monday too. A key point from their March 28 presentation - when AREM closes a deal they don't book all the license revenue up front. It is distributed over the length of the project based on quarterly performance milestones. So AREM never backloads its quarters and sweats closing deals the last few days in hopes they can make their quarter. The license revenue backlog gives them forward visibility over several quarters for some projects. From what I can see, AREM is one of the best-run software companies out there. But the deluge of rumor and hedge fund shorting has really pounded the price. It may take several months to get back to a reasonable value for AREM.

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