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 : NT Accounting Software (GPSI, PSQL, SOTA, TMBS) -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (120)	12/25/1997 4:47:00 PM
From: John Mansfield	Respond to of 149

'...an ugly year for enterprise software' Hi Dave, >> I think 1998 will be an ugly year for enterprise software<< I strongly expect that you are right. End of 1998 it is simply too late for co's but the smaller ones to upgrade. This will gradually settle in the minds of all involved (customers, ERP co', analysts etc) during 1998, with all the consequences for stock values. Regards, nice holidays! John

To: Trader Dave who wrote (120)	1/4/1998 8:56:00 PM
From: Jalali	Read Replies (1) \| Respond to of 149

The Wall St. Journal Year-End Review provided the following: TMBS +71% SOTA +31% GPSI -16% PSQL -1% I expect about the same relative performance in 1998.

To: Trader Dave who wrote (120)	1/20/1998 12:18:00 PM
From: Alan A. Hicks	Read Replies (2) \| Respond to of 149

I have been checking with SOTA's largest VARs over the last week. I was able to speak with four of the top five. They are reporting very strong business in Q4 in both MAS 90 and Acuity. Each reported at least 100% growth for all of 1997. The VAR finishing 1997 as the largest SOTA VAR reported they purchased $800,000 of product versus $275,000 last year. It appears the leading MAS 90 VARs are now becoming productive with Acuity after investing in new NT/SQL personnel in the first 3 quarters. Earnings are due January 27. It looks like SOTA will make the aggressive analyst estimates of $0.31 and revenues of over $20 million. SOTA will also be presenting at the Wall Street Forum financial conference the first week of February in New York and at the end of February at the Robertson Stephens conference in San Francisco. We could be coming up to a good period for SOTA shares. GPSI moved up nearly 50% afters its latest earnings report. Be nice to get finally get SOTA through $20 and start attracting some momentum investors. At 3x revenues SOTA is still about one-half the valuation of GPSI and one-fourth the valuation of the high end companies. We should also get some easy comparisons for the next few quarters with EPS up 100%+.