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

To: Robert Scott who wrote (2683)	12/6/1997 2:16:00 PM
From: David R. Lehenky	Read Replies (1) \| Respond to of 3529

Robert, I would consider SYSF doubling in 1998 as a bare minimum. I'm really thinking a $1/sh earnings next year, which would produce a share price much higher than $12.50 a share. Even if SYSF does not sign up a single additional OEM for SysWiz next year, they should ship somewhere around 7 - 8 million units. Even at $4 per unit (the lowest number used on this thread), the earnings are > $1/sh. Since the core business has been able to pay the bills this year, I am comfortable with assigning all SysWiz royalties to earnings. This completely ignores things like the Sykes deal, USB, and any retail product they produce from SysWiz (remember, the COO came from 11 years at Lotus - she knows retail channels and Fortune 1000 enterprise accounts). -Dave Lehenky

To: Robert Scott who wrote (2683)	12/8/1997 12:10:00 PM
From: Dokie	Respond to of 3529

Robert, Don't take my "chart analysis" so seriously. I was just trying to point out that most of the analysis based on SYSF products and fundamentals have been dead wrong and that looking at SYSF trajectory over the past 12 months has been more informative. What you missed from my tongue-in-cheek note is that the analysis of this company by virtually everyone on this thread and professional analyst elsewhere has been so very wrong. Nonetheless, I think the likes of the the famous investors you mentioned knew when to get out of SYSF a long time ago. This has been lesson for me because it has made me realize that getting at the truth about a company is extremely difficult for the small investor. What is public knowledge doesn't count for much particularly when it comes to small tech companies.

To: Robert Scott who wrote (2683)	12/9/1997 8:14:00 PM
From: patrick k chase	Read Replies (2) \| Respond to of 3529

I beg to differ. I bought sysf at 4.5 pre-split, and sold at 9 pre-split. At that time the P/E was in the high 80's, and I felt that the stock was symply to expensive to hold on to. Too bad I sold out so soon- it continued to rise to 30 pre-split, before it has had its relentless decline. Good thing I sold out when I did!, except that I bought into Seagate, which has decined in half its value since. Hightech is symply too manic for me. I've made the decision to go back to putting my money in boring mutual funds- at least in the long run I come out ahead.