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Technology Stocks : Systemsoft Inc. (SYSF)

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To: Mike Winn who wrote (298)9/3/1996 4:39:00 PM
From: Bill Harmond  Read Replies (1) of 3529
 
Whoa, Mike, slow down!

If you check my profile, you'll find that SYSF is one of my favorite stocks. I believe in the company and its products, and I've done really well with it.

My point to you is that having more than half of your money in SYSF, a very expensive technology issue, especially when interest rates are apparently trending up, is dangerous business. A triple-digit P/E leaves no room for company or market risk.

If SYSF were the single engine in your airplane, would you take off for a flight in the conditions I mentioned?
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