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To: TEDennis who wrote (7900)2/7/2003 11:11:55 AM
From: Mike M  Respond to of 9677
 
Kudos on your recent grubbing. The PGA board had asked me to give you a little leeway for a while so you could get your grubbing sea legs back. They feel that you were once quite good and there is still a place for you in the master's(that's techie for old) division.

Keep up the good work!

Note: End of condescending message...I hope you PGA guys are happy now. Good grief!



To: TEDennis who wrote (7900)2/7/2003 12:01:18 PM
From: Bob Trocchi  Read Replies (2) | Respond to of 9677
 
TED...

>>Thanks for the century setup, Bob !!<<

Anything for a friend!

On a very fast look at the list of public CRM companies I found 7 that are worth a closer look.

The price chart for them over a two yr period is at:

siliconinvestor.com

Notice who is tops in that list!!!

I have started a very simple excel spreadsheet to capture some current data.

PE Earnings Mkt. Cap in B Price

CVG 14 0.88 2.20 12
DOX 110 0.11 2.60 12
FSTW 13 0.96 0.03 12
ICTG 12 0.95 0.15 12
JDEC 32 0.38 0.12 12
NICE -18 -0.5 0.12 9
SEBL -105 -0.08 4.00 8

Funny how the top five in the list all have a current stock price of 12. Well I rounded just slightly and of course the prices change minute by minute.

Now, one can drown in data. This first pass however I hope will lead me to look at a few other things like how their rev and earnings faired over the past yr or two and how is their cash position.

In the end I most likely will not short any but ...

It is still snowing and the 1-3 inch forecast is now off by at least 3 inches as we now have 6 and counting. It is pretty however!

Cheers

Bob T.