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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (3969)	11/30/1997 9:08:00 AM
From: David Alan Cook	Read Replies (1) \| Respond to of 42787

Chris, I have been buying the dip . . . TSSW is a good value play IMO. Looking for the price to eventually reflect the fundamental value. Hard to find a Software and Programming stock that sells for 2 times cash and only 2.03 time book and only 2.38 time sales when the Industry Avg Price to Sales is 10.55 and Price to Book is 13.53 times. Given the Industry PE avg of 52.35 . . . a return to profitability would give TSSW a big boost. I tend to focus more on the fundamentals for small cap turnaround plays. I weight the technicals in the larger cap area. ( IMO markets are more efficient at the large cap area and less efficient at the small cap area. ) Two key indicators to watch IMO: 1) TSSW's ability to cut costs. New mgt has started to trim costs and was able to reduce the 3rd qtr loss from .15 to .09 on lower revenues. 2) TSSW's 3 new products should boost revenue going forward. PC-Cillin 3 sales improving. . Nominated for PC-Computing's Most Valuable Product of the Year Award. . did not win but was one of the smallest companies to be nominated. Checkit version 5 has been shipped to retailers mid qtr. Will help as it has a much higher profit margin than PC-Cillin 3. Last month . . OCT . . Checkit version 4 made the top 10 best selling Business software products for its category. Did not happen last qtr. . a good sign imo that the company may show some revenue growth . The latest product was just launched. ** Looking for TSSW to increase the number of stores that distribute its products to 9000 . . UP from last qtrs 8500. DC HNV has started to show signs of a turnaround. One more qtr and it should be in the black.