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

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To: Alan A. Hicks who wrote (64)9/18/1997 4:49:00 PM
From: Jalali   of 149
 
Alan H.., Enjoy our debate on the merits of SOTA vs. TMBS hope both are winners.
Please don't take my comments as criticism of SOTA, just comparative analysis.

>>How fast are revenues projected to grow for Timberline?
SOTA's revenues are projected to grow at a 35 to 40% rate over the next 12 months.<<

TMBS__Sales: YTD +17%__Q2 +21%____Income Q2__+81%
SOTA__Sales: YTD +5%___Q2 -2%_____Income Q2__-39%

My guess is TMBS sales will grow at about 25% and EPS at 50%.
TMBS's five year average Sales growth is 16% and EPS growth is 73% (best of any software company listed in Wall St. Research Network)

SOTA sales and earnings need to kick in soon to justify their high PE.
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