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Technology Stocks : Systemsoft Inc. (SYSF)

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To: Brendan W who wrote (3002)2/6/1998 10:16:00 PM
From: J L Segal  Read Replies (1) of 3529
 
Brendan, SYSF said that the OEMs are always 1 cycle ahead. They
overbought last Q, then pushed out the 4th Q due to conservatism over the Asian situation. My guess is that the insider buying may have been in anticipation of the 2 new OEMs SYSF signed this quarter (1 of them is one of the top 10, meaning SYSF now has 7 of 10 top OEMs). Bob Angelo said that these deals have not been announced yet, but they should be revealed sometime before the final 4th quarter announcement on March 2nd.

JL

p.s. In case you have not listened to the conference call, it is well
worth the hour it takes.
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