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Technology Stocks : PTEC superiority over Systemsoft

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To: Tim Oliver who wrote (177)10/2/1996 9:33:00 AM
From: Tim Oliver   of 287
 
I wonder if the large distribution in SYSF yesterday has anything to
do with a growing awareness that SYSF still hasn't released product
and that there are already competitors (i.e. PTEC/Cybermedia).

With PTEC around 25 PE and SYSF at almost 200 PE, even if
PTEC only gets a quarter of the "call avoidance" business that
SYSF gets, we'll see almost 100% growth in PTEC stock. Once
PTEC breaks through $20 forcefully, it should make a nice run.
Whether that will be next week, next month, or next year, who
knows? I'll be watching to see how the Cybermedia IPO goes.
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