1. Exceptional software companies; 2. EFII; 75 1/4, -1/4.
Which companies are in the RAD (rapid application development) sector? I'm interested in application development stocks like Rational Software (RATL; 40, -1). I think leading edge software companies will truly excel over the next decade or so. I also like Citrix Systems (CTXS; 52, +1/4) because of its leverage off of Windows NT. Any comments on Pure Atria (PASW; 28 5/8, -5/8)?
I, too, sold PSFT too early, probably before you sold it. Back then, my investment strategy wasn't fully polished. I haven't been researching the help desk sector much...could you give a brief summary as to each player's mkt positions, strengths, and weaknesses? From the limited knowledge I have, Clarify (CLFY; 49, +1/4) and Remedy (RMDY; 48, unch) look like the better plays.
I like Cognos (COGNF; 35 1/4, -1/2) but I'm not so sure on Arbor Software (ARSW; 26 3/4, -1 1/2) and Red Brick (REDB; 24 1/4, +1/4). I don't know enough about SNDCF (16 1/4; -1/8). The problem with data warehousing stocks is that Oracle, Informix, and Sybase represent a possible threat to profit growth. That's part of the reason that REDB, ARSW, and PRZM are sitting at their historic lows.
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I bought some Electronics for Imaging (EFII) today. The company has a breakthrough product which converts color copiers into cost-efficient color printers. No one else has a product like this. Revenues and profits should surge going forward. Major color copier companies (Canon, Ricoh, etc.) are integrating EFII's product, the Fiery line of controllers.
Analysts have raised concerns about future competition from EFII's current color copier partners, but I think EFII can more than hold its own. Earnings projected to go from about 2.10 to 3.00 next year. Awesome earnings growth, monopoly position, value-adding product...that's why I bought some shares. Btw, out of the stocks mentioned in this post, I only own EFII, but I'm looking at buying the others.
Standard disclaimers apply.
Philip
P.S. - I never had anything against you, although I was sometimes annoyed by your repetitive short postings. I'll jump at reading the other side (if you disagree with my stock investments, let me know by all means so I can re-analyze my original opinion). However, constant repetition is unnecessary. But anyway, that was my problem, not yours. It doesn't bother me anymore. Here's some un-asked-for advice given out of friendship; I hope you don't mind...Sometimes I get the impression that you care too much about what other people think. In the end, what other people think is irrelevant. |
