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Technology Stocks : Sapiens International Corporation (SPNSF): Turn around...? -- Ignore unavailable to you. Want to Upgrade?

To: uu who wrote (1049)	2/9/1998 10:06:00 PM
From: feltburner	Respond to of 1936

Addi, I agree with most of your points and always enjoy your contributions to the thread. The press release on the acquisition was horrible in both timing (any day but the day you release earnings) and content (they should have prominently stated in the release that they paid only $200K for the co. and anticipate $2mm in revs. in '98). I would not, however, worry about any dilution, as only 25,000 shs. would be needed if the deal were all stock (which it is not). Looks like we have to wait another qtr. to get noticed by the Street. -Felt Burner P.S. - the Cruttendon Roth conference is the first week of March.

To: uu who wrote (1049)	2/10/1998 5:18:00 AM
From: P. Ramamoorthy	Respond to of 1936

Addi - Acquisition of a business in a specific industry segment (insurance) is the fastest way to grow one's business, and probably the cheapest way if the price is right. The insurance industry has much potential since they are date-sensitive. Both segments - y2k and currency conversion - have demand here and in Europe. It is wise to re-invest some of their recent profits for more growth. SPNSF also seems to be getting into other software platforms. It is not clear how their strategic alliances with IBM, Unisys, etc. are helping. Quick settlement of the law suit will reduce uncertainty and thus help the stock. Ram