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Technology Stocks : Clarify - upside to EPS
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To: still learning who wrote (920)10/21/1998 4:41:00 PM
From: Trader Dave  Read Replies (1) of 1062
 
The results look strong and they're what I was hoping for. The outlook, the tone of the conference call and whether the analysts have any courage will impact the short term trading. Longer term, continued execution like this will get the stock where it belongs.

Let's see, even after today's fiasco, if clfy were trading at psft's valuation, it would be trading at $14.75. Which would you rather own, the declining end of the erp/backoffice market or the accelerating end of the front office market?

TD
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