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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: American Spirit who wrote (15835)11/27/1999 3:26:00 PM
From: DlphcOracl  Read Replies (1) | Respond to of 57584
 
American Spirit: I agree that software will be a nice sector to be in next year. Since you are into conservative value plays, may I suggest you look at Compuware (CPWR). Stock has had a miserable year, started Jan. 1st at 39, bottomed in mid-April at 17, now at 34 3/4. 14 out of 17 analysts rate it "strong buy" or "moderate buy" and it is a solid, well-managed mid-cap company (12.5 billion cap) with estimated EPS growth of 30% over next two years with PE of 34! Stock has floundered because many investors mistakenly felt that its a high percentage of its revenues were related to Y2K work which would dry up as the end of the year approached. Stock is in the beginning of what may be a slow, steady run and has gone from $25 to $35 this month. Anyway, worth a look.