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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW)
VEEV 295.26+0.6%Nov 5 3:59 PM EST
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To: Stock Watcher who wrote (3806)3/8/1999 3:52:00 AM
From: Bert Zed  Read Replies (1) of 52051
 
INSGY discussion:

I have been thinking about INSGY a lot over the weekend and I really do feel that we may have a little gem on our hands.

I have consulted in many industries at the CFO/FD/Controller level and the industries I absolutely abhor are those where the margins are tight.

Then add a soupcon of bleeding edge high technology, a smidgeon of International operations, a smattering of Homesville parochial, one dimensional, executive management and to finish off, garnish it with the stock market driven desire for hyper growth.

The scope for disaster is amazing. You have got to be seriously on the ball to manage it. You can luck your way through a few quarters, but then KAPOWW. Type in the ticker JDAS. These guys had it all and they were a high margin, money no object, print wealth business and they blew it.

Now, you may question the relevance of the above. We know that Insignia blew it in one way or another and latterly their margins were seriously eroded, management lost focus and disaster ensued.

But there is one big, big, big plus point to all of this. They now have the experience and discipline of managing an International software business with not particularly good margins. Now along comes Jeode with mega margins. They have already been through the painful development of infrastructure to cope with twenty, thirty, forty million dollar per annum revenues. They can now handle it.

To me this is a recipe for serious success. There is one massive proviso. They need to keep ahead of the technology curve.

Well those are my thoughts anyway.

bert.
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