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

To: Mark Brophy who wrote (2735)	12/11/1997 10:41:00 AM
From: Tim Oliver	Respond to of 3529

AWRD growth slowing? My info. is a couple months old, but here it is (compare to PTEC's 6% revenue growth last reported): sec.yahoo.com Note this section in particular: REVENUES. The Company's revenues consist of software license fees and engineering services revenues. Revenues increased by $2.2 million (65%) and $6.3 million (66%) for the three and nine month periods ended September 30, 1997, respectively, from the same periods of the prior year. I don't know about SYSF (and didn't suggest a forecast)....they seem to be a wild card.

To: Mark Brophy who wrote (2735)	12/15/1997 3:37:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 3529

I think the primary factor of the latest drop in SYSF (7-8 down to 5) is their DIRECT link (as opposed to an indirect link found in many tech stocks) to the Asian market problems. SYSF does a lot of business (not sure what %) over there, and they already had some problems getting paid in a timely fashion by those folks. If they pay late now (in a currency other than US $), by the time they pay, it might be worth much less to SYSF in US $). Or maybe the fold up shop and go home and don't pay at all. Did SYSF blame SEA woes at all during last conference call ?? I didn't get a chance to listen. Mark.