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

To: Peace who wrote (223)	1/29/1998 5:42:00 PM
From: Conan	Read Replies (1) \| Respond to of 306

Wow, I was expecting something like 15 or 16 cents per share. Tomorrow will be very interesting. I stand by my earlier prediction for the next 6 months. Listening to the conference call, I sense many frustrated investors. Watch out for a shareholder lawsuit. DSO is 135 days. That seems to indicate stuffing the channel.

To: Peace who wrote (223)	1/29/1998 5:48:00 PM
From: Doug Fowler	Respond to of 306

This is a DISASTER for Cybermedia. Sales for the September quarter were $23M and only $19M for the December quarter. The Christmas quarter should be their STRONGEST quarter and they show a sequential decline of $4M. (OK, so they said they set aside $4M for reserves because of their concern for Day Sales Outstanding.) Increased competition is part of the culprit, but people are beginning to realize that this kind of software doesn't work, or it provides almost no value. Those who WOULD have an interest in this software have, for the most part, already tried it and quickly concluded that it fails BIG-TIME in delivering its promises. So, who are they going to sell their junk to now? I expect to see a further decline in sales next quarter. Very hard times ahead for Cybermedia. I wouldn't be surprised to see between $5 and $7 a share tomorrow.