Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Risky Business who wrote (1279)	3/3/1998 11:08:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 1936

Risky - Thanks for the follow up and posting. What is the trans connect biz? How it works with Ryder? Ram >>> 5. BIG NEWS* IBM's trans connect is based on sapiens object pool, when IBM sets up a site Sapiens gets an intial license fee and then a FEE PER TRANSACTION! The first setup was announced with Ryder and IBM last year, the system is expected to go online mid 98. Sapiens will get .15-.30 per transaction IBM says Ryder will have 5-6 million transactions per year. This is the first set up using trans connect if it catches on this could be huge for sapiens. >>>>

To: Risky Business who wrote (1279)	3/3/1998 11:30:00 AM
From: DD™	Respond to of 1936

Risky, thanks for your efforts. SPNSF looks like an outstanding long-term hold, lots of irons in the fire (Y2K, Euro, ObjectPool/IBM, etc.) DD

To: Risky Business who wrote (1279)	3/3/1998 11:39:00 AM
From: John Mansfield	Respond to of 1936

<< 6. Interesting note: Sapiens sees virtually no competition in the assembler language area, sapiens factory in Israel is currently able to handle 60 million lines of code, they can add capacity as needed very quickly. Sapiens is taking advantage of a very talented "flood" of assembler programers imigrating from Russia. Lauri said the russian imigrants are high quality programmers and with sapiens tool their productivity is increased 4-5x. >> Right, this is the key factor that distinguishes SPNSF from other Y2K (tool) vendors. There is a lot of assembler code around that needs remediation; it is also one of the most complex languages around with the least amount of experts that can remediate it. Any tool help is welcome in this area. john

To: Risky Business who wrote (1279)	3/3/1998 10:00:00 PM
From: pippin	Read Replies (1) \| Respond to of 1936

Thanks for your effort and update. These are the fundamentals which drew me to this stock. However, with such great fundamentals, why have we been stagnating at this level for months? I have been expecting a steady climb to begin but am continually disappointed. The volume continues to be light and almost no short interest (unfortunately, very little buying either). Will any interest be generated from today's Cruttenden Roth conference? (oh yeah, that was for growth stocks only <g>). Do you expect we will have to wait for the European conference in May to really generate any interest? Did Laurie elaborate at all on what her plans or timeframes were to get that institutional interest you mentioned? Thanks again for your efforts. Pippin.