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Technology Stocks : NT Accounting Software (GPSI, PSQL, SOTA, TMBS) -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (101)	11/14/1997 12:56:00 PM
From: Jalali	Read Replies (1) \| Respond to of 149

>>I'm not sure they have the necessary critical mass to target the more lucrative high end mid range. ($25 million to $250 million revenues)<< The Construction Financial Management Association's (CFMA) 1996 Computerization Survey for the Construction Industry show "Timberline" and "J.D.Edwards" both have 13% of the installed base of contractors over $50M in revenue. I guess Timberline's new NT construction software is getting as high as 75% of all new sales in the construction accounting market. Last quarter's software sales were up 51% over last year. timberline.com

To: Trader Dave who wrote (101)	12/6/1997 10:54:00 AM
From: WTSherman	Read Replies (3) \| Respond to of 149

This thread seems to have gone dead...too bad. SOTA hit a new 52 week high yesterday and the application segment they are in is absolutely RED HOT right now. I think that the action in this stock, its limited losses during the tech sell off and its movement upward recently indicates that they are having a VERY strong quarter. My gut feeling is that they are going to crush the estimates that are out there and have the potential to become a serious player in the acctg software industry. Anyone out there following SOTA? I have both SOTA and TMBS and have been very happy with the results since I bought them a few months ago. The Y2000 problems in many company's are prompting them to move very rapidly to replace older applications, "fixing" Y2000 problems is increasingly being seen as not worth the cost and effort and its better to replace the applications whole. This is creating great opportunities for everyone in the sector and huge business for company's like SAP. But, SAP is at the limits of their ability to deal with the rush of business coming their way and the threshold cost to deploy SAP is very high. I like this whole sector for 1998 and think that some of the smaller company's have a great opportunity in the mid-market segment as these customers realize that they have some bigtime problems that must be dealt with by the end of '98.