Quarterdeck: Making a Striking Comeback! Message Board

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Technology Stocks : Quarterdeck: Making a Striking Comeback!

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To: Chris Nevil who wrote (2877)	5/10/1998 11:33:00 AM
From: Jesse Livermore	Read Replies (1) of 3307

Fundamental Analysis From QWAY Partners 1. General market- should remain strong as long as the fed cooperates. 2. Specific investing strategy- small caps and undervalued companies should out perform as large caps become more overvalued. 3. General software-massive influx of newbies to the market with under $1000 machines bodes well for the software sector. The awe of computing quickly yields to the desire to get some new programs. Gaming and utilities should thrive in this environment. Internet issues will remain hot. Anti-virus programs will surge in sales. Networking computer costs will remain a concern and the pc helpware martket will show slow but steady growth into 2000. 4. Specific Software-companies with name recognition like Network Associate and Symantec will show steady revenue increases. Third tier companies can succeed by grabbing small shares of large growth markets like anti-viral and network pc helpware. Companies with internet marketing acumen and international outlets will rise to the top. Consolidation of smaller players is expected to continue. Travelling around the Redmond road block will be critical to longevity. 5. Quarterdeck- Hessler sits on $22 million war chest with a y2001 problem: debt repayment. His restructuring is complete and the street can begin to analyze the company as it once again has a stable float. Unfortunately, the float is 25 million shares more than it was in 1994, and is a lofty 67,600,000. The company is well positioned in three areas that are hot: anti-viral, network cost savings, Win98 conversion and hard drive management. It needs to aggressively market DiskClone and Partition-it ES. Select-it should be sold as stand alone product, also. ViruSweep should grab its share of a growing market. RealHelp Network Edition should be in the works. Quarterdeck's long term trump card is its international organization. Under Gaston Bastaiens, Europe and Asia were priority markets and with the addition of EliaShim (Israel)licensing, QDEK can take advantage of a fast growing overseas computer market. Competition is fierce in this sector and Quarterdeck will need to do more than copy cat releases. It has a big R&D budget that should have some novel releases in the pipeline. It it does it can join the ranks of the second tier players: NETA and Symantec. If it does not it will remain a marginal player barely meeting its 17,500,000 quarterly revenue nut. It's y2000 problem will loom very large if it does not quickly make the PC help strategy profitable. However, don't count Quarterdeck out yet. This company has a habit of rising from the ashes. It has attracted talent. It has cash. It has time. They say the third time is a charm. We wish them well. Qway Partners qway@juno.com

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