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Technology Stocks : Transaction Systems Architects (TSAI)
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To: Bob Mohebbi who wrote (35)4/1/1999 3:13:00 PM
From: NotNeiderhoffer  Read Replies (1) of 63
 
Bob,

Hell if I know. I attended their presentation at the Goldman conference some time ago and thought the breakout session was fantastic. Fisher actually let Jeff Hale do most of the talking and I thought the meeting went extrememly well. Their was some joking around about when Checkfree (CKFR) would actually earn money but you will notice that money losing POS has more than doubled year to date on vague earnings promises while TSAI's earnings look to be pretty bullet proof thanks to the Monthly License Fee's.

I was hoping they might talk about some new internet initiatives that would goose their growth rate and they sort of reiterated that they would sticking to their knitting, although always pursuing opportunities.

Fundtech (FNDTF) Bottomline Tech (EPAY) have been getting a lot of ink lately and know doubt that is where the action is these days in terms of stock action. I think some people have probably sold this stock and chased these sexier names. The net is a threat to everything these days and this space is a little complicated for most nitwits, myself included. Plus, selling brings on more selling, and then the charts roll over, and then...

Can't really blame them as that is what works in this market.

NotgoingtopukethisonejustyetNeiderhoffer

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