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Technology Stocks : Infinity Financial Technology
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To: Stuart Scolnik who wrote (2)11/21/1996 11:49:00 PM
From: Blake Cmajdalka   of 11
 
I am with your Competition; C*ATS shareholder I mean
The competition for INFN is mainly Sungard and C*ATS. Sungard is a very big and mighty competitor and C*ATS and Infinity are in the same range. INFN has more sales though do to their selling agreement with IBM. IBM's sales made up 43% of their most recent license revenue. The big question is who will have the best risk management software. Sungard has Panarama which I believe is out already, INFN has Riskview which they are expecting to release soon and C*ATS has CARMA which has I believe has 5 clients so far. C*ATS most upgraded CARMA version is going to be released in Dec 96. I see that the underwriters finally rated INFN a "BUY" yesterday (WHOOPIE). That is pretty standard business. It seems to me that INFN is pretty richly valued on a PE basis. I will be curious to see what happens when the underwriters quit supporting the stock, which is pretty normal for an IPO. I hope
we all make money on our picks. There is enough business to go around for all of us right now. Anybody know why C*ATS has twice the number of clients and half the revenue INFN has. Is C*ATS's software more expensive or does INFN have bigger clients. Did you know that the leaders of INFN used to work at C*ATS. Talk to you later
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