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Technology Stocks : Peritus Software Services (PTUS)

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To: Jeffrey S. Mitchell who wrote (1536)7/24/1998 1:50:00 PM
From: Jim Brown  Read Replies (2) of 1960
 
I'm confused....

32% growth..Thus continuing 5 yr trend.
Able to absorb $70+M in writeoffs, and show a profit by year end
Selling at barely 1x revenue
Focused on long term growth
Develpment costs of tools already paid for
Costs including growth under control
Doubled size of Company with aquisitions
Y2K problem finally getting real visibility
Euro on the doorstep and Peritus has products/services available
Premium clients in the fold

What is this Company doing wallowing at the Very Bottom of the pack???? I've done DD with respect to others, and though I may be somewhat prejudiced in favor of a previous employer, I cannot justify switching my investment to any of the others. What am I missing that drives the Street...
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