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

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To: Bill Schaffer who wrote (92)11/2/1997 7:14:00 PM
From: WTSherman  Read Replies (2) of 149
 
I think the valuation has more to do with the types of customers that the larger guys have and the volatility of theconstruction market(TMBS). Nonetheless, the smaller guys have some excellent growth potential in mid-size businesses that have trouble affording SAP or Peoplesoft .

I like TMBS and SOTA in particular, though, I think that in the current market SOTA may be a little highly valued. Stocks with really high P/E's are the ones hurt the most in a downdraft of the market. Watch out with any of these high flyers until you're convinced the overall market stabilty is ok.
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