Remedy Taking a hit why? Message Board

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Technology Stocks : Remedy Taking a hit why?

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To: scname who wrote (370)	12/9/1997 1:33:00 PM
From: Mo Chips	of 763

You don't know a lot about software companies do you. Nearly ALL all direct sales model software companies experience back-loaded revenue. Both in the quarter and in the year. The former due to sales force making deals to get their quarterly quota and the later due to corporate budget cycles. This is not unique to RMDY. As for margins, software companies typically have high margins. (The ones that don't capitalize their development costs) So what do you see hitting their margins? I think that the most important risk in this company is Q to Q revenue growth... With this company growing revenue at 50 to 100% a year, there is definitly upside potential here. And yes, downside risk too. I believe that this company is possibly in the right place at the right time. They've received a blessing from the government, they are building a greater market presence, and it has a low float for it's market cap. This stock could make a run real quick and squeeze your short sale.... Mo

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