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Technology Stocks : Cybermedia (CYBR) -- Ignore unavailable to you. Want to Upgrade?

To: John Wight who wrote (215)	1/23/1998 10:22:00 PM
From: jbershad	Read Replies (1) \| Respond to of 306

H&Q on box today said earning will be flat and outlook cloudy. Previously lowered to buy from strong buy a month ago. They did NOT LOWER THEIR RATINGS AGAIN. They expect <CSS Repair engines for Work Groups to be released soon.> < expect it to boost revenues more meaningfully starting in first half of 98.> From what i gather this will become more meaningful in sec. half year? My broker is checking it further. Jerry

To: John Wight who wrote (215)	1/27/1998 10:12:00 PM
From: Conan	Read Replies (2) \| Respond to of 306

Okay Cybermedia gang, the forth quarter gets announced on Thursday. What do we think is going to happen? To me, the key questions are 1) Is the company now operating in the black and 2) Were recent cash flow problems really due to one big distributor? My predictions on each: 1) The company is profitable 2) Yes, they were, but this is a problem I am concerned about reports that the FA98 product is getting lots of returns. I was told back in October that this stock was the perfect candidate for shorting, and I'm really kicking myself because I didn't act on that information. I think these guys pulled a superior product (FA97) off the shelf in order to make money off of upgrades. I think the FA98 GUI great, but the product has obvious problems, highlighted earlier on this thread. Why would a company do something like this? IMHO, I think they saw the cash flow problems coming this summer. They decided to gamble and put out a questionable product in October to get on the retailer's shelves before the holiday buying season. They decided that they would rather have the cash now and deal with the bugs later. I am also concerned because McAfee (now Network Associates) just announced a managed version of PC Medic for corporate customers. biz.yahoo.com Also, I noticed that PC Data's top 10 for December 97 had Symantec's Norton Uninstaller in at #9 on the Windows business list. If that product stays on the list for a few more months, I'd take that as a bad sign also. These guys aren't they only game in town anymore. I'd like to know if anyone else has an opinion about their cash flow situation, and prospects in general. I see a range of 10-20 for the next six months. If they come in less than .18 eps this quarter, I could see a range of 8-15 instead.