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Technology Stocks : PEGA - Pegasystems -- Ignore unavailable to you. Want to Upgrade?

To: Czechsinthemail who wrote (195)	10/21/1997 2:27:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 504

The funny thing about Pega is its market cap is greater than VNTV, yet it is much more illiquid. Moreover, its industry visibility is much lower. I own both Pega and VNTV, it seems as though they take a different approach to their solutions. Pega seems to leverage: 1) Hierarchical rules driven arhcitecture 2) support for MVS and other legacy platforms 3) tighter integration with transaction processing applications 4) management team is driven by founding entrepreneur who owns most of the company 5) The company has a very long and profitable history with a unique approach to licensing and revenue recognition. It seems Pega's visibility should go way up with the dramatic expansion of the sales force. I hope they're good at managing the increased sales team size! It will be interesting to see if VNTV can distance itself from SCOP and CLFY with its results this week. I don't own SEBL, valuation and promotional nature of Tom Siebel make me a touch nervous. TD