PEGA - Pegasystems Message Board

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Technology Stocks : PEGA - Pegasystems

PEGA 58.95

-1.0%

Nov 6 3:59 PM EST

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To: Bill Harmond who wrote (170)	9/27/1997 1:16:00 PM
From: Clam Clam	of 504

William, I saw AFCI, CIEN and SEBL. All were most impressive. It is an understatement to call these three growth stocks. PTUS is a story where ya gotta believe the numbers are coming. The acceleration should start in the next two quarters. I heard a rumor about PTUS losing its relationship with Viasoft but I haven't been following Y2K stocks that closely. It's hard to figure out when musical chairs will stop for the Y2K stocks. I don't buy PTUS hype surrounding all of the opportunities beyond 2000. If year 1999/2000 is peak sales and earnings year (figure one year of spillover Y2K problems), what kind of a multiple do you pay for peak earnings? Junking legacy systems and implementing Y2K compliant ERP/CIS/SCM systems should cause an acceleration of growth over next two years and then these (the ERP etc's...) companies will continue to grow. Client-server stocks look like better secular growers. PTUS looks interesting as a trade but you aren't buying long-term growth, it's a classic greater-fool-theory play .

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