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Technology Stocks : Sapiens International Corporation (SPNSF): Turn around...? -- Ignore unavailable to you. Want to Upgrade?

To: DD™ who wrote (695)11/10/1997 10:29:00 AM
From: Raoul Stein  Read Replies (4) | Respond to of 1936
 
SPNSF about to announce big strategic agreement for Falcon 2000

I just came back from Robertson Stephens conference in Israel and attended the spnsf presentation and htis is what they explicitly said.

In addition they said they have about $50M in backlog for their Y2K solutions .

Turnaround goes great. And they see great potential in the next two or three years.



To: DD™ who wrote (695)11/12/1997 11:22:00 AM
From: Harry T  Read Replies (1) | Respond to of 1936
 
Sapiens agreement for distributing/selling IBM's award-winning MQSeries* middleware is nice news.

That they are currently IBM vendors creates a strategic alliance and credulity to Sapiens quality, but investors would like to know:

Is Sapiens the exclusive distributor?

How large is the market for MQSeries* middleware?

What are the margins for Sapiens on a sale or a license?

Is it possible to guess or estimate the dollar value of the agreement to Sapiens?


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