NT Accounting Software (GPSI, PSQL, SOTA, TMBS) Message Board

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Technology Stocks : NT Accounting Software (GPSI, PSQL, SOTA, TMBS)

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To: Alan A. Hicks who wrote (60)	9/17/1997 7:17:00 PM
From: Jalali	of 149

>>SOTA. shares are still selling just under 1/2 the valuation of GPSI and a little over half the valuation of PSQL (on capitalization to revenues). << I agree SOTA looks more attractive than GPSI & PSQL, and soon you may convince me to sell some of my TMBS to buy SOTA. But still believe my Sept. 11th post: www3.techstocks.com >>The analysts at Robertson Stephens and First Albany still are neutral on SOTA.<< No major analysts follow TMBS, yet TMBS had greater 1996 net income of $2.50M compared to SOTA's $2.07M, and TMBS had 96 sales of $31M compared to SOTA's $53M. Question is, would analysts coverage send TMBS's PE 27 to the range of SOTA PE 80 or GPSI PE 74 ? >>The real question is can SOTA meet the expecations of $0.34 in the fourth quarter.<< SOTA estimated EPS for 97 is $0.54 and TMBS is $0.58 Year to date SOTA earnings are Q1=.04, Q2=.08 Year to date TMBS earnings are Q1=.06, Q2=.17 TMBS seems to have a better chance of meeting 97 expectations. Good luck with SOTA

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