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

To: Paul Mathis who wrote (2616)	11/26/1997 1:39:00 AM
From: quelicious	1 Recommendation Respond to of 3529

Go to the WIND thread and read any 5 random posts by Allen Benn. WIND is beautiful and should not be compared in any way with an unproven, nonperforming stock such as SYSF. Dont get me wrong, I own both. But SYSF is much more of a speculative play. Happy holidays. I hope the market takes the exciting SYSF news positively. Darryl

To: Paul Mathis who wrote (2616)	11/26/1997 2:27:00 PM
From: David R. Lehenky	Read Replies (1) \| Respond to of 3529

Given that trailing PEs are virtually worthless as a measure of stock value, I'm not sure how to respond. This is especially true of high-growth companies. The price of a stock reflects the future expectations for earnings. You might want to read through Allen Benn's posts on the WIND thread to understand why WIND is currently underpriced, even though the trailing PE is high, by your standards (it has been as high as 100 as recently as July). There aren't too many companies that deliver 45%+ in revenue growth, year after year, and at the same time improve the net margins (ie earnings are growing faster than revenue). Sorry for the off-topic discussion. -Dave Lehenky