SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Systemsoft Inc. (SYSF)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert Scott who wrote (2667)12/5/1997 1:12:00 PM
From: David R. Lehenky  Read Replies (1) of 3529
 
Well, I'm not negative! I'm buying everything I can get my hands
on. This stock is extremely over-sold. The only reason the laptop
business is slowing a bit is because the OEMs are trying to clear
out the old stuff, while customers are holding off, waiting for
the new stuff (PentiumII mobile). I think SYSF is positioned very
well for the next wave of laptops. I also think that their 4th Q
could come in very nicely - not a blow-out, but well above the
expected numbers. Next year is going to be *good*. I will be very
surprised if at least 2-out-of-3 of the remaining "big boys" (IBM,
Compaq, and Gateway) are not fully onboard the SysWiz train by the
end of the year (calendar 1998).

One point I would like to make is that DELL has a complete view of
MSFT's plans down the road. They are very aware of what functionality
will be provided in future WinXX and NT X releases. The fact that
they have signed up for SysWiz across their product line, at this
point in time, tells me with certainty that MSFT is *NOT* going to
come in and smash the SysWiz business.

-Dave Lehenky
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News