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

To: David R. Lehenky who wrote (2759)	12/18/1997 2:49:00 PM
From: J L Segal	Respond to of 3529

The following news about Acer notebook sales surging may help SYSF: (DOW JONES) CO: Acer Inc. will be able to at least partially offset trou CO: Acer Inc. will be able to at least partially offset trouble at TI-Acer Acer Inc. will be able to at least partially offset trouble at TI-Acer because of rapid gains in its core personal computer business, Peng said. Acer Inc. said earlier this month its sales surged 61.8% in November from a year earlier to a monthly record of NT$9.0 billion. Sales of notebook and desktop computers both hit single-month records. Besides increased demand, fourth-quarter profits are benefiting from a drop of as much as 15% in the New Taiwan dollar against the U.S. dollar in the past two months, analysts said. Because most of Acer Inc.'s revenues are in U.S. dollars, the rise of the U.S. currency boosts its New Taiwan dollar-denominated revenue when the company converts its export receipts. "The losses at TI-Acer are being offset by the gains at Acer Inc.," said Peng. Acer's top financial official said he didn't have details about likely loss at TI-Acer. TI-Acer's board will meet Thursday to discuss the company's local stock listing, he said. Acer Inc. said in October net profit in the nine-months to September fell 23% from a year earlier to NT$1.71 billion. The company said in October it planned to announce a cut in its 1997 profit forecast, but later changed its mind because of hopes for improved fourth-quarter sales and profit. Average international spot prices for 16-megabit DRAM have plunged to about US$2.50 from about US$9 in the second quarter because of slower-than-expected demand and a fall in the value of Korean won, analysts said. South Korea is the world's largest DRAM maker. About 30% of Taiwan chip sales of around US$5 billion this year will come from DRAM. The island's semiconductor industry industry ranks as one of the world's five largest. Citing falling DRAM prices, TI-Acer in October delayed US$400 million of spending on new equipment to make chips, and predicted a 1997 loss of NT$1.87 billion, reversing an earlier forecast of a net profit of NT$660 million for 1997. -Russell Flannery; 8862-502-2557 This story repeats an earlier story and corrects the current profit forecast to NT$4 billion from NT$3 billion, which had been missated by Peng. The NT$3 billion figure was internal and hadn't been formally announced. (MORE) DOW JONES NEWS 12-17-97 07:14 AM * end of story *

To: David R. Lehenky who wrote (2759)	12/18/1997 3:09:00 PM
From: J L Segal	Read Replies (1) \| Respond to of 3529

Note also that Micron just reported a 45% increase in their notebook sales in their earnings release a few days ago. Both Micron & Acer use SYSF. I recall one of the SYSF analysts (was it Oppenheimer?) predicting falling notebook revenue for the 4th Q, but it sounds as though he could be wrong. Another thought: 2 of the pilot programs (SystemWizard) resulted in revenue deals - Dell & Acer. JL

To: David R. Lehenky who wrote (2759)	12/18/1997 3:34:00 PM
From: John McCarthy	Respond to of 3529

Dave - Thanks for the info and your patience. Regards, John

To: David R. Lehenky who wrote (2759)	12/23/1997 4:49:00 PM
From: J L Segal	Read Replies (2) \| Respond to of 3529

Re: SYKE/SYSF licensing agreement David, in regards to the Sykes deal in your post #1853 on this board last May 13th, you said: "So, SYSF gets about $8 M (from stock sale), SEi's ETSC diagnostics capabilities, and SEi will market the resulting SystemWizard Premier product to their customers (mainly Fortune 500 companies). Sounds like a decent deal to me." Sykes is now expanding into Europe and analysts expect Sykes to report a strong 4th quarter. How much of a positive effect do you think this could have on SYSF? Also, does anyone know if SYSF reported the breakdown of their revenues in their latest conference call? (ie., what % from notebooks (SystemWizard), USB, Sykes, etc.) The detailed information is not shown in the latest 10Q. JL