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Technology Stocks : Systemsoft Inc. (SYSF) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (300)	9/3/1996 6:30:00 PM
From: Eric	Respond to of 3529

Everyone is talking about a repeat of July for tech stocks this month, so it would be wise to light up the high tech portfolio a bit. I have been doing that myself. I want to have a lot of free cash when the next selloff starts. Just be nimble in SYSF and you WILL make a lot of money both ways. -Eric

To: Bill Harmond who wrote (300)	9/4/1996 3:45:00 AM
From: Mike Winn	Respond to of 3529

William, I apologize for misunderstanding you. I read somewhere that E-mail is a very poor mean of communication and can cause misunderstanding easily by the wrong choice of words and by the fact that people don't see each other faces. Also, I get paranoid after reading the nasty postings on AOL (even life threat) about IOMG. Anyway, I am kind of risk taker and I usually load up a stock that I believe will climb up quickly, the key is to get in early. I got in SYSF mostly at 19 and a little bit at 26, so I have room to bail out if things do not turn up good. The worst that can happen to me, I believe, is that I will forfeit all my gain so far. From all what I read, I think this co. is gearing for a big contract with Intel and/or Microsoft. The CEO sounds very optimistic. He wouldn't dare making all these rosy predictions without risking investor' lawsuits if he lies. I also saw a posting on AOL recently that the Cabot Newsletter had given a strong buy recommandation for SYSF. That newsletter is responsible for a runup of Presstek stock from $50 to $200 in 6 months. The stock is currently trading at around $60 but if you got in early, you would be long out before it crashed. To respond to another poster that the price of SYSF is already too high, I don't believe so. From the income of PCMIA and power management products alone, the price is justified. The reason we have a double digit PE ratio is because those incomes don't get realized until the third or fourth quarter of this year. If Intel adopts System Wiz, there will be even more income in the future. SYSF also supports set top boxes, cell phones ... And from an article in IBD, SYSF is expected sale of $40 millions this year and $100 millions next year. Judging from the ratio of earning/sale from the last quarter, I project an earning of 0.28 per share for this year (PE=120) and 0.68 per share next year (PE=48 at today's stock price of 33). So conservatively, I think this stock will at least double in the near future.