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Technology Stocks : SWMCF- Making a comeback this week.

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To: Taku Utsumi who wrote (247)10/15/1996 2:37:00 AM
From: Jamie Westock   of 278
 
Don't know why, but seems that Travelers just can't get enough of SW! They hold almost of quarter of the outstanding shares now? What do you think about the prospects for this past quarter, Jul-Sep? Also, you've followed some of the other software cos., do you know why SW's cost of goods is consistently so high -- about 65% of revenues. Most other edutainment cos. are around 35-40% cost of goods. If SW had this cost ratio, it'd be much easier for it to achieve profitable operations based on its sales run rate.
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