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

To: Rande Is who wrote (28452)	6/23/2000 4:30:00 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 57584

OTHave a good weekend, Rande! I'm heading to Atlantic City to do some Whitney Houston shows and then visit future in-laws in Maryland. A very profitable week but the best is yet to come, imo. Will keep in touch, Mark

To: Rande Is who wrote (28452)	6/23/2000 5:34:00 PM
From: Smart_Money	Read Replies (1) \| Respond to of 57584

I am looking at UNFY can't find anything wrong execpt the Pres had a heart attack and leave of absence. I think this company is poised for a buyout. No debt and great P/E (it has one!) Found this dd on the fool. Current Financial Data Available from Yahoo Finance -------------------- biz.yahoo.com Competition Analysis Available from smartmoney.com ------------------- smartmoney.com There are many many good pages on the smartmoney site that will give you a quick look at the company in comparison to it's top competitors and to it's historical performance. Just some of the highlights that I found not only interesting, but very encouraging. 1. Revenues continue to climb after a sharp drop in 1997. 1997 Appears to have been a turnaround year for Unify. Revenues in 1997 were $24m, down from $30m in 1996. Net earnings plunged from $-1m to $-12m that year and EPS dropped from $-.45 to $-.84. 1997-1998 is the year where the company pulled it together and it has been the beginning of a steady cycle of improvement and profitability. Revenues from Apr99-Apr00 rise 27.83% 2. Net earnings in the last year rose 240% 3. EPS increased 203.85% 4. Net Margin increased 165.7% 5. They are totally debt-free with plenty ($13.6m) of cash on hand. I also find the comparisons between the competitors to be interesting. Especially looking at Veritas. Veritas has what appear to be terrible numbers but analysts are giving them 5-yr sales growth of 106.7% and the stock is selling at a PE higher than that of CISCO. EPS outlook is the highest in the group (47%) with an NA for UNFY. Veritas has no ROE and a negative ROA. Actually, the only company listed on the SmartMoney competition page that comes even close to UNFY for PERFORMANCE is MS. UNFY is the punk amongst them. It is also further off its 52-week high than any of the others. UNFY is the David among the Goliaths when you talk about revenue and share price. But when we talk about efficiency, UNFY appears to be the best company on the sheet. Perhaps it's a niche player, a small cap when big caps are the rage. Someone please help me here. I look at this company and I see great numbers, great management and great products. Their website has a wonderful and in-depth outline of the company, their product, their clients etc? Everything an investor needs to know about the company. unify.com What I don't see is coverage. Hmmmmmm???? Set me straight people.