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Microcap & Penny Stocks : Tokyo Joe's Cafe / Societe Anonyme/No Pennies -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (86116)	7/22/1999 4:39:00 PM
From: kendall harmon	Read Replies (1) \| Respond to of 119973

CPWR--have to agree with Panita (although i have more research to do) that it is a bounce candidate for tomorrow volume was huge today from briefing.com Compuware (CPWR): Company reported its first quarter results last night, and is now trading 5 5/8 lower on Instinet. An earnings disappointment, you say? Not quite. Once again, Compuware not only met consensus estimates, it surpassed them by three cents in posting net income of $90.7 mln, or $0.24 per diluted share-- year-over-year increases of 54.2% and 60.0% respectively. But why stop there with the accolades? First quarter revenue climbed 30.8% to a record $443.1 mln, software license fees were up 25.1% to $161.0 mln, maintenance fees increased 30.9% to $97.7 mln, and professional service fees jumped 36.3% to $184.4 mln. Okay, great numbers, so the outlook must not have been too good, right? On the contrary, its CEO, Peter Karmanos, Jr., had this to say: "The results we've achieved continue to support a 35%-40% growth estimate for FY00, and I see no significant trends or impediments that would negatively affect our prospects... I'm very bullish regarding the outlook for this fiscal year." Current expectations for this fiscal year are for the company to post a profit of $1.18 per share, resulting in an est. P/E of 28.5 for a company that consistently beats earnings expectations, and sports a projected growth rate that is 5x that of the overall market. Laying the groundwork for that growth, Compuware has announced three, separate acquisitions since the end of May, including last week's report it would buy Viasoft (VIAS) for $9 per share. Like other software companies, Compuware's stock got clobbered in the first quarter, falling from a high of 39 23/32 to a low of 16 3/8 by early-April, as concerns over a Y2K-related spending slowdown took their toll. As those fears ebbed, though, the stock bounced back in impressive fashion, soaring 120% to a recent high of 36. Thus, to be fair, CPWR looked like a perfect candidate to fall victim to the sell-the-news trend that has persisted this earnings season. However, the early decline it is indicated to endure seems a bit unjust, and will be fueled by downgrades from CS First Boston and Hambrecht & Quist. Long-term investors take note, though, as the pullback should present a good (re)entry opportunity for a company with a bullish outlook, a stellar earnings record, and solid long-term prospects. Key support in 26-25 area. - PJO

To: $Mogul who wrote (86116)	7/22/1999 9:12:00 PM
From: AJ Berger	Respond to of 119973

I'm surprised you TJ's are not all over NETS NETS has tons of positive things floating around it's story. 1. recent IPO, with bearly a million shares floating, 2. 07/15 around $17 it got an upgrade with $50 target 3. they are real friendly with LCOS (CMGI investment rumors) 4. they are the leader in College Campus specific content 5. 08/15 major new sight launch, just in time for back to school 6. NETS targets the most lucrative demographic on the internet 7. stock has not closed lower since upgrade, shorts are non-existant. 8. tremendos bullish options activity, just see tonights news! This looks good at least for another quick $10 upside from here.