I'll wade in here too as a newcomer.
For a company with 11 straight quarters of 50% year over year revenue growth, neither the stock price, nor street estimates seem too high to me, at least on the face of it.
I am interested in comparisons of this stock to WIND in the following senses, if anyone is familiar with both and can help me out.
First, WIND's earnings estimates are guided by company policy and do not include royalties from their I2O deal with Intel. This revenue stream is difficult to estimate because it is based on projections. Nonetheless, by all accounts it can be expected to be substantial, and partly explains WIND's P/E of close to 100.
Whereas they are in a different business, I am curious about the following possible similarities, and would appreciate if anyone can answer these questions.
1) What proportion of SYSF's revenues, or which products, contribute royalty type earnings (meaning 85% + gross profit margin)?
2) How sustainable are these earnings; that is, can they be expected to provide a franchise type basis for the company's growth?
3) Do current earnings estimates include SystemWizard revenue?
4) Any guesses as to unit license fees, and/or possible volumes over time per vendor (announced and speculated on) per product (particularly SystemWizard)? and
5) Does SystemSoft have products or plans to create enabling software for either internet appliances or PDAs or PCS products?
Thanks for any help. |
