SI
SI
discoversearch

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 : Sterling Software -- Ignore unavailable to you. Want to Upgrade?


To: Valueman who wrote (108)3/11/1998 6:26:00 PM
From: Carl Wysocki  Respond to of 206
 
Valueman, SSW has just been too boring a company to comment
on until recently. Here I thought I had a stock with a reasonable chance for 20% pa growth and what do I get? Potential tax problems,
that's what.

I'm glad I never figured out what this company was worth, because
then I just sat on my hands, perfecting my procrastination style
of investing (some call it buy and hold).

But, I gotta ask some opinions here. Do you think SSW is getting
ahead of itself? The base business is fairly stable, with slow
growth prospects, although the TI acquisition should continue
to be accretive for a few more quarters. Then, it seems, SSW is
back to the tortoise race, at least as far as reported financials go.

Who knows, maybe we're all valuing the cash hoard at more than
1x book, banking on future successful acquisitions.

Can't believe this company is now more than a 3 bagger for me.
I guess value and patience pays off.

Carl



To: Valueman who wrote (108)3/12/1998 9:34:00 AM
From: kech  Read Replies (1) | Respond to of 206
 
Valueman - Funny you mention it. My dad has been telling me about it for months. It seems though, according to the Level 3 thread, that it has gone from 40 to 68 while I waited. Did you get some? How do you get a quote? When I put in KIWT as a ticker I don't get anything.