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Technology Stocks : Simulation Sciences (SMCI) -- Ignore unavailable to you. Want to Upgrade?

To: Papril who wrote (105)	2/13/1998 2:07:00 PM
From: Rational	Read Replies (1) \| Respond to of 183

Papril: Your feedback is entirely consistent with my source as I posted here. Thanks for the very informative post. Sankar

To: Papril who wrote (105)	2/13/1998 4:18:00 PM
From: Linch	Respond to of 183

Papril, wish I would of seen your post earlier. Read it about 10 minutes before market closed, placed all or none order to buy 1000 at 7 1/8 about 4 minutes before market closed with my internet account but doesnt look like it was filled. Very impressed with your conversation. I know that anytime there is a meeting with analyst, to sooth their fears and everyone elses, there is usually some upward movement in the price. Basically the company just needs to come out, hold the investors hand, and say were not going bankrupt, business as usual here, believe market overreacted, blah blah blah. Hopefully in my favor is the fact that there are more down days on mondays than any other day. Maybe I can get a slightly cheaper price then. Good luck all.

To: Papril who wrote (105)	2/13/1998 8:11:00 PM
From: Still Greedy	Read Replies (2) \| Respond to of 183

Peggy: You were wrong on just one point - Ron Trepp was SIMSCI's CFO until near the end of Q3 '97. I wouldn't want people to think he was still the CFO, unless you goofed, used the wrong name, and meant the current CFO (his name escsapes me), which I doubt. Ron is a solid guy, and you can believe the information that he discussed with you. I also won't name the company whose delayed Q4 contract caused the stock price drop. The delayed contract renewal was an unexpected glitch, that's all. The company isn't going away. If the ROMEO product is as well received as expected, it will undoubtedly help to boost the stock price. Thanks for the solid post. Because SIMSCI is a small company (relatively), the better the information out there, the fewer market overreactions there will be like friday 2/6. And that makes everyone a winner. SG

To: Papril who wrote (105)	2/16/1998 8:36:00 AM
From: Linch	Read Replies (2) \| Respond to of 183

Some conflicting numbers: Papril, you stated that the CFO you recently spoke with stated that book value was $6.00/share and that institutional ownership was 75%. I just pulled up an S&P report, dated 02/01/98, and it states that book value is $2.87/share and that institutions own 52%. My best guess is that the absolute truth is probably somewhere in between. My guess is that the company measures book more generously whereas S&P will assume fire sale prices, and thus be very conservative. I still plan on buying this stock today. We'll see what happens.