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

To: Robert Scott who wrote (2772)	12/22/1997 6:42:00 PM
From: J L Segal	Read Replies (1) \| Respond to of 3529

FYI, the First Call earnings estimates for the current 4th quarter are as follows: Estimate Rating Oppenheimer $0.05 3.0 (Hold) H & Q $0.05 3.0 (Hold) Volpe Brown $0.09 2.0 (Buy) FWIW, SYSF has consistently grown it's revenues quarter to quarter over the last 4 years. SYSF also has no debt. First Call indicates the future 5 yr growth rate of SYSF @ 45% with the current FY98 P/E @ about 21.5. (Compare to the software industry P/E average of 46 & S&P 500 P/E @ 26) JL

To: Robert Scott who wrote (2772)	12/22/1997 11:21:00 PM
From: Eric Jorgenson	Respond to of 3529

Anyone with an opinion on whether the recent activity in the help desk software market is influencing SystemSoft's price? IBM made a cash offer yesterday for Software Artistry, and today's 30% jump in Scopus seemed rather unusual. My understanding was that the relationship between SystemWizard and help desks would be a symbiotic one, but perhaps the investment community believes otherwise. Hypothetically, if Wizard's viability doesn't meet current anticipations, can anyone make a compelling case that the system software industry will continue to present exceptional growth opportunities?