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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Investor Clouseau who wrote (45003)	12/15/1999 12:41:00 AM
From: Mad2	Read Replies (1) \| Respond to of 108040

tnks for the invite......am familiar with some of the posters here and understand your on a roll....good luck Mad2

To: Investor Clouseau who wrote (45003)	12/15/1999 12:48:00 AM
From: $Mogul	Read Replies (1) \| Respond to of 108040

CRYS !!! 6 CLEAR REASONS IT'S THE #1 LINUX STOCK: 1) CRYS IS NOW THE MAIN WINDOWS TO LINUX AND UNIX PLAYER: CRYS just acquired a controlling interest, 51% in *MainSoft, the dominant company for Windows to Linux and Windows to Unix. Mainsoft develops and markets a Windows(R) platform for UNIX and LINUX, allowing Windows applications to run natively on UNIX and LINUX systems. (Read that again!) Mainsoft's MainWin is recognized as the premiere choice for creating UNIX versions of Windows applications. How do we know that? MainWin has been used to create the UNIX versions of some of Microsoft's most popular applications. These include Microsoft's Internet Explorer for UNIX, Microsoft's Outlook Express for UNIX, and Microsoft is using MainWin to provide DCOM on UNIX. Among the hundreds of Mainsoft customers who rely on MainWin for their cross-platform development, Cisco is using MainWin to rehost Active Directory to UNIX, and Computer Associates chose MainWin to rehost its next-generation enterprise and information management solutions on UNIX. (Let that paragraph soak in) 2) CRYS NOW HAS INDEFINITE ACCESS TO MSFT SOURCE CODES! Mainsoft and Microsoft have recently renewed their WISE agreement guaranteeing Mainsoft indefinite access to Windows 2000 (aka NT 5 ) source code. Code from the Windows 2000 operating system will be integrated into new releases of MainWin, assuring you that MainWin functionality will keep abreast of the latest Windows technologies. (Let that soak in too: the rights to the MSFT codes. MSFT does not pass out those rights to just anyone. 3) CRYS'S MAINSOFT'S CLIENT LIST Mainsoft's customers include Fortune 500 enterprises as well as major software vendors including Microsoft* Corporation, which ported Internet Explorer to UNIX using Mainsoft technology. Other customers include Computer Associates International, Rational Software Corporation, Cadence Design Systems and Bridge Information Technologies Inc. 4) CRYS' POWERFUL ALLIANCE WITH IBM In the November 10, 1999 issue of 'IT Journal', analysts commented on the strategic alliance between IBM Global Services and Crystal Systems Solutions (NASDAQ: CRYS): Crystal's C-EURO was described as "the leading EURO code transformation tool" with which "IBM Global Services has expanded its abilities to help customers convert to EUROs". Dr. Andreas Erdmann, IBM EURO Global Offering Executive, confirms "With a wealth of experience from hundreds of EURO customer engagements and the conversion of IBM's internal IT systems, we recognize the technical challenge and the critical relationship between the technical and business aspects of EURO transition. To meet this challenge, we are incorporating Crystal's C-EURO tool and methodology for converting applications and databases." 5) EVEN BEFORE THE MAINSOFT ACQUISITION, CRYS IS A...VERY PROFITABLE COMPANY! THAT'S RIGHT! WITH A P.E. RATIO OF 16! 16! THE PRICE OF THIS EXPLOSIVE COMPANY IS BARELY ABOVE IT'S P.E.!!! The company earned $0.44 a share in 1997, $084 a share 1998, and so far $0.68 a share in three quarters of 1999! Analysts are projecting earnings of $0.96 this year, and even higher earnings next year!!! 6) CRYS ONLY HAS ABOUT 10.6 MILLION SHARES OUTSTANDING AND AROUND 3.8 MILLION IN THE FLOAT! ALL OF THE ABOVE INFO CAN BE READ IN THE CRYS NEWS RELEASES OF 11/29/99, 12/13/99, & 12/14/99. CHECK THE SOLID FUNDAMENTALS ANYWHERE YOU WANT! THIS IS THE UNDISCOVERED GIFT OF THE HOLIDAY SEASON!!! ENJOY!!!

To: Investor Clouseau who wrote (45003)	12/15/1999 1:30:00 AM
From: Bryan	Read Replies (1) \| Respond to of 108040

Thread: I feel obligated to report recent re-alignments in my portfolio as I'm starting to feel the heebie geebies (sp) of year end, especially after today's rocky market. And I have been reluctant to post in a contrary fashion as I'm not one to make waves. Please don't get me wrong, though. These last 6 months or so have probably been the most dynamic and profitable months for me in almost 11 years of trading/investing. One thing is for sure....My full service broker loves me...and so does Uncle Sam! The plan was simple and I believe I have realized enough of a fruition to call it quits for now. Without going into boring details, I've basically daytraded, scalped, and traded short-term positions (many at unreal % profits, relatively speaking), and used the proceeds to bolster core portfolio holdings, and make additional cash allocations to select DRIPS that I am involved in. In a couple cases, I added new issues to my core portfolio and those were discovered here on KIM's thread. I'm extremely, and I can't stress this enough (so I'll use this handy bold feature)...EXTREMELY thankful to KIM for providing this civilized thread and her timely and insightful contributions. In addition, I want to single out kathyh, stan s., $Mogul, and If Only I'd Held, for their contributions, assistance, persistence, and patience (with me). A lot goes on in the background (via PM, phone, e-mail, etc), and sometimes you just have to give a big cyber-HUG to those posters who are willing to extend themselves thusly. For their efforts and everyone else's efforts I say THANK YOU!. You all have an awesome tool here at SI (well, when SI is up and running) and I can only hope that the cohesiveness that presently exists is carried out into the New Millennium, because my gosh, we have so many more opportunities to capitalize on going forward. I for one am looking forward to it! Peace, B--will be lurking and occasionally posting for a while

To: Investor Clouseau who wrote (45003)	12/15/1999 4:25:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 108040

CRYS I CIBC Oppenhimer's Take: on FORTY, CRYS NVESTMENT CONCLUSION: We recently met with management in Israel and are reiterating our STRONG BUY rating. Three of Formula's subsidiaries; Forsoft, Crystal, Wiztec are growing at a faster clip than we originally anticipated. As such, we would not be surprised if Formula easily surpassed our revenue estimates in 3Q98. A delay of the Transtech IPO will affect our gains on shareholdings projected and consequently our EPS estimates for the quarter, but we expect operating numbers to be very strong. In our former projections, we had estimated that Transtech would generate $3.3 million of shareholding gains. Consequently, we have reduced our EPS estimate (include gains on shareholdings) from $0.68 to $0.27. We expect this deal to be successfully completed when the market conditions improve. Armed with $140 million in cash, the FORTY management team will be able to gobble up a greater array of software/IT entities with compelling valuations. We expect M&A activity to heat up under the Formula umbrella. FORTY indicated that it will fully consolidate the results of Mashov, a holding company, in which it owns a 40% equity stake in 3Q98 results. Consequently, we are raisng our revenue projections for the remaining quarters of 1998 and 1999. However, this will be some slight earnings diluted in 3Q98 and 4Q98 from this transaction. We recently visited with the management of Formula Systems in Israel. Bussiness is currently very strong. Sales from Crystal, Forsoft, and Wiztec have been VERY strong throughout this quarter. As such, we would not be surprised if Formula SIGNIFICANTLY beat our revenue est. for 3Q98. Last quarter these three subsidiaries combined, represented 40% of total revenues, so any boost in sales should be very accretive to Formula's top line. Given the complexity of the financial transactions, we would counsel investors to focus on FORT's operating income results because EPS has been so difficult to predict. FORTY's EPS results fluctuate so drastically because of gains on conditions. We are expecting FORTY's operating income to increase by roughly $500,000 to $6.6 million in 3Q98, $700,000 to $26 million in 1999, and $3.3 million to $44.1 million in 1999. At this time, we are also taking into account the recent Shekel devaluation. In early October, the dollar hit its annual high against the Shekel at 4.50 but is currently around 4.20. One month prior the shekel was selling for 3.851. This represents 9% devaluation in a very short time period. If we continue to see a ramp in the Israeli CPI and the dollar continues to be strong, then we would expect to see Formula's top line to show slowing growth because of the currency translation. Formula's domestic sales (which represent 60% of the company's total sales) would be impacted by any further devaluation so we are trying to be conservative in our prognostications. If it were not for the currency effect and our belief that Formula will spin off unprofitable Mashov subsidiaries, then our revenue projections would have been much higher.