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

To: peter grossman who wrote (2877)	1/6/1998 5:11:00 AM
From: Robert Scott	Read Replies (1) \| Respond to of 3529

Here's some not so good news about notebook sales: news.com

To: peter grossman who wrote (2877)	1/6/1998 1:46:00 PM
From: David R. Lehenky	Read Replies (1) \| Respond to of 3529

Peter, the 3rd Q showed $4M is SysWiz revenue and $9M in "core" business revenue. The 4th Q is normally the heavy quarter of the year as both corporate and consumer capital expenditures tend to peak. Note that SYSF runs their corporate calendar to fully capture this revenue (they are a month behind). So, I expect the "core" business revenue to increase to roughly $10M simply due to increased sales volume from their existing customers. I also expect SysWiz to start ramping up as the OEMs that are on-board start shipping their full volume of SysWiz-equiped models for the year-end quarter. So, I'm looking for something like $5.5M in SysWiz revenue. I am not expecting much of an increase in R&D and marketing expenses compared to recent quarters, so much of the added revenue should go to the bottom line. Up until the last couple of quarters SYSF had been maintaining about a 16% net margin, which translates into $0.10/share on $15.5M in revenue. Hope this helps, but it's only my best guess. -Dave Lehenky