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To: John Sikora who wrote (667)3/2/1998 4:38:00 PM
From: Steve D  Read Replies (1) | Respond to of 1069
 
JS Thanks for the news. ISLI CEO says he's comfortable with the 4Q estimate of .31 and FY estimate of .71

What does this mean? Hmmm, the 4Q and FY end in Apr 98. The .71 translates into a forward PE of 21.4 at the current price of 15.25

Mean estimate for FY ending Apr 99 is 1.01, that's a foward looking PE of 15. EPS growth rate of 42%!

So, future growth estimate is DOUBLE the near term PE estimate (PEG). I smell money.

There is some great value here! What is the downside to this story?

Think I'll buy at the open tomorrow and join your club for a few points!

sd



To: John Sikora who wrote (667)3/6/1998 7:37:00 PM
From: fyi  Read Replies (1) | Respond to of 1069
 
Anyone who is curious about what ISLI acquired with SQL Software might want to visit the acquired company's web site at www.sql.com.

Looks like the process management capability that comes with SQL Software should position ISLI very nicely for attacking the enterprise SCM marketplace. Combining the widely installed PVCS customer base with the acquired technology must be giving the competition a few sleepless nights.