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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (66985)	10/19/1999 9:42:00 PM
From: kendall harmon	Respond to of 120523

MSTR, a nice one week move of over 10 points. These are the good ones in this environment, and they are not easy to find. finance.yahoo.com First Union comments from today: <<MSTR: REITERATE STRONG BUY; RAISING REVENUE ESTIMATES MSTR reported Q3'99 EPS of $0.09 (versus our estimate of $0.08) -- MSTR revenue grew 102% year over year (yr/yr) to $54.6MM, exceeding our estimate of 74% yr/yr growth to $46.9MM -- Q3'99 license fee revenue grew 125% yr/yr to $38.2MM, significantly greater than our estimate of $32MM -- Ebusiness sales with Broadcaster ramped significantly and accounted for 40% of Q3'99 revenue (versus less than 5% in 1998) -- MSTR announced 16 new syndicate partners, for a total of 24 -- MSTR launched MicroStrategy 6, which includes new Telecaster and InfoCenter (a web CRM portal to access/personalize and act on Information) -- We are increasing revenue estimates to $196MM for FY'99 (up from $183MM), and to $285MM for FY'00 (up from our prior estimate of $280MM) -- In our opinion, MSTR is poised to possibly generate significant upside to these estimates -- We reiterate our Strong Buy rating>>

To: SMALL FRY who wrote (66985)	10/19/1999 9:51:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 120523

Does anyone know what Puma does....check this.....Since emerging on the Silicon Valley landscape in 1995, Puma has been at the forefront of mobile computing. The San Jose-based company was the first to enable infrared PC-to-PC connectivity and data exchange through its TranXit® product line targeting notebooks, and then extended its reach to the small device market with the widely adopted family of Intellisync synchronization software for the Palm Computing, Windows CE and other mobile platforms. 1998 was a year of change for Puma as the company helped drive the handheld device arena into a new phase and Puma took on the persona of a "portal" to mobile computing. At the forefront of this change is Puma's groundbreaking debut of Intellisync Anywhere, a dynamic solution to sync the corporate enterprise with handheld devices. Intellisync Anywhere has the potential to enable handheld devices to have the same impact upon corporations that notebook computers did in the late 1980's and early 1990's. The company has also partnered with, Visto, PlanetAll (recently acquired by amazon.com), When.com (recently acquired by AOL), and Jump! (recently acquired by Microsoft), establishing Puma as the synchronization provider to Internet communities and services in cyberspace. In the telecommunications industry, Puma has partnered with the world's largest cellular phone carriers, DDI and DoCoMo. This strategic alliance between the two industry leaders is a key part of Puma's wireless Internet strategy to provide the critical business application component necessary to enable the use of the Internet for real-time wireless synchronization of critical data with a new class of devices. The new cellular phones will have the data access and synchronization capabilities needed to enhance the power and convenience of this new class of devices. Additionally, Puma has moved to become an enabler of a new generation of mobile computing software through its acquisition of SoftMagicTM and the award-winning Satellite Forms and MobileXtension product lines, and through the introduction of the Intellisync Software Development Kit (Intellisync SDK). These far-reaching developments make the new Puma an important gateway - a bridge between the old world of mobile computing and the new world of "anytime, anywhere" information access and personalization. With Intellisync Anywhere, Satellite Forms, and the upcoming server-based device connectivity platform (code-named Vulcan), Puma is Empowering the Mobile EnterpriseTM. Puma licenses its software products to more than 50 OEM customers worldwide for bundling with leading notebooks and small computing devices. In addition, Puma sells its retail products through several distribution channels both domestically and internationally, including major distributors, resellers, computer dealers, retailers and mail-order companies. Internationally, Puma is represented by eight distributors and resellers in Asia, Australia, Canada, Europe and New Zealand. Puma's customers include Compaq, Acer, Fujitsu, Hitachi, IBM, Matsushita, Mitsubishi Electronics, NEC, Seiko Epson, Sharp, Texas Instruments and Toshiba.