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Technology Stocks : Timberline Software (TMBS)

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To: Larry Chen who wrote ()2/3/1997 1:13:00 AM
From: t mcwilliams   of 16
 
Larry and all, Take heart, after some research this weekend I ran across another specialized software company located in Beaverton, Oregon, that in many ways is similar to TMBS... Orcad (ocad). They have a thread here on SI! Their earnings report seemed good, sales +32%, earnings + 113%, 0.63 per share. They also got hammered last week, losing over 2 pts in one day. It doesn't make sense either, since their balance sheet is at least as good as TMBS. Maybe there is something in the water up there! Anyway, check them out and let me know your opinions on these two software sisters. Tim
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