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

To: Tim Oliver who wrote (2730)12/11/1997 7:20:00 AM
From: Marc Phelan  Read Replies (2) | Respond to of 3529
 
Tim,

any idea why AWRD continues to grow much more
rapidly than PTEC and is expected to have a higher EPS than
PTEC next year, yet is trading at a large discount to PTEC?,

Someone has high exposure to Asia in BIOS perhaps?

Marc



To: Tim Oliver who wrote (2730)12/11/1997 10:31:00 AM
From: Mark Brophy  Read Replies (2) | Respond to of 3529
 
Your info is out of date.

Mark K. explained several months ago that the estimates for SystemSoft were too high due to the USB deployment delay. Award and Phoenix are also affected, but the Award estimates still haven't been revised to realistic levels. Award is no longer growing at a fast rate and both Award and Phoenix have P/E = 11 after subtracting out book value.


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