Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SSA (SSAX) BPCS/Client Server -- Ignore unavailable to you. Want to Upgrade?

To: James B. Barnes who wrote (313)	12/8/1997 5:39:00 PM
From: Rich Young	Read Replies (1) \| Respond to of 915

All I've seen so far for after-market is an ask of 15 1/4 at 4:45 EST, shortly after the release. I'll keep looking. RCY

To: James B. Barnes who wrote (313)	12/8/1997 5:59:00 PM
From: Warren Gates	Read Replies (2) \| Respond to of 915

I think this revenue numbers show the company may have been hurt by currency translations. Still, outside of the charges, the company made about 20 cents. True, before, the 4th quarter was bigger than the rest, but the company has a new product that's just being implemented, so past trends are no guarantees. Important thing to consider is the turnaround story is still intact. Product acceptance is growing as shown by the recent sales stories. ERP software is one of the biggest investment opportunities around, but look at how much in valuation you have to pay for SAP, BAAN, PSFT, ORCL. Then look at the 1X sales you have to pay for SSAX. I've been accumulating this stock for the longer haul and tomorrow may be a good buying opportunity. I see a 20% revenue growth rate ahead. The good thing about this industry is that people who evaluate the software know they're not just buying a desktop OS that they can junk if something better comes along. Right now, SSAX is showing it can compete with the big 3 (SAP, PSFT, and ORCL) and BAAN.