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Technology Stocks : NT Accounting Software (GPSI, PSQL, SOTA, TMBS)
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To: Jalali who wrote (100)11/13/1997 4:55:00 PM
From: Trader Dave  Read Replies (2) of 149
 
SOTA is intriquing to me, but I've got more work to do. GPSI seems remarkably comparable so one is overpriced or one is underpriced.

SOTA vs GPSI: I like the supposed ease of migration from SOTA's DOS non-Y2K to their Windows y2k compliant products, this should spur stable business for several quarters.

SOTA also started out with open tools for their high end acuity product (VB). I like that alot. GPSI statrted with dexterity, but i think they support vb now as well. It's a more confusing tools strategy. As a private company GPSI has had execution that was even more inconsistent than SOTA, so i don't think the valuations should be that distant.

However, it seems to me that SOTA is a little behind in delivering a complete suite for the high end mid range customer. I don't expect solid results for SOTA until they deliver (and the channel learns to market) the complete acuity suite. expect more releases sometime over the next few quarters.

I worry about PSQL because they have a mixed channel, both direct and VAR. Channel conflict is very ugly and difficult for VARS to swallow.

I don't know timberline except i used to see their stuff years ago in the proeprty management business. I'm not sure they have the necessary critical mass to target the more lucrative high end mid range. ($25 million to $250 million revenues)

I haven't studied JDEC for a while. But, I'm skeptical about all of the big vendors ability to scale down to reach the VAR channel, especially when a var knows that the company might take away any big deal that they uncover.

TD
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