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Technology Stocks : Santa Cruz Operation (SCOC) Going Up? -- Ignore unavailable to you. Want to Upgrade?

To: KipferlMeister who wrote (393)	9/9/1999 11:03:00 AM
From: kumqwatt	Read Replies (1) \| Respond to of 656

I found more info on SCOC yesterday. 13% owned by Microsoft, and 14% owned by Novell... pretty good company to be in. Also, positive cash flow in most recent quarter, improving revenues and margins for 3 straight quarters, and 4 straight quarters of beating the analyst estimates. Only 2 analysts following the company which I like (under covered) and they both have hold ratings... which I also like because it means they can only upgrade to a buy from here (contrarian thinking). Insiders hold about 20% of the stock as well which is a good indicator. They are a small company with a long track record and in a potentially explosive market, well positioned to benefit. I have established a year end target of $18 per share based on 30 times 9-2000 estimates of 60 cents per share profit. These estimates are probably too low on profits... but I like to stay conservative. Purchase the shares now,

To: KipferlMeister who wrote (393)	9/9/1999 11:14:00 AM
From: NightHawkZ	Read Replies (2) \| Respond to of 656

This is the kind of stock you dream about getting into at $10, because it could go to the moon....just based on this year's results so far. But look at the across-the-board top ratings it gets from its customers. They're going to grow, big time. And when the Y2K flap is over, investment in their products will really take off. This looks like a $30 stock right now just on 1999 basis alone, but taking into account likely growth, $100+ isn't all that far-fetched. NightHawkZ