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Technology Stocks : PTEC superiority over Systemsoft

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To: Tim Oliver who wrote (108)8/29/1996 5:36:00 PM
From: Tim Oliver   of 287
 
I guess I'm the only PTEC investor that's not on vacation this week.

Just a couple of thoughts....

Perhaps SYSF is getting to the euphoric level where all bubbles
eventually burst. The Andy Grove/Intel LANDesk speech was
first spun by SYSF to be Andy Grove highlighting SYSF and now
people are believing that SYSF will be giving the keynote speech
instead of Andy Grove. Pretty soon Bill Clinton will be giving the
speech talking about Andy Grove stepping down from Intel to run
SYSF because he loves SysWiz so much!

Has anyone besides me talked to PTEC about why they don't at
least announce a "call avoidance" product? If nothing else, it
tripled SYSF's stock price and could give a shot in the arm to PTEC.
The only answer I keep getting from PTEC's CFO is that they
researched the market and found that OEMs are only willing to pay
much less than SYSF is projecting for the product...and that PTEC
has more profitable products in the pipeline. Would someone please
convince them that we can all make a lot more money if they just
acted a little bit more like SYSF and spent as much time managing
their stock price as their business?
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