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Technology Stocks : Edify (EDFY) IPO -- Any Comments? -- Ignore unavailable to you. Want to Upgrade?

To: OSHANL who wrote (72)	4/20/1998 2:58:00 PM
From: TQR	Read Replies (1) \| Respond to of 355

Thanks. I am impressed. I was checking it out last night.

To: OSHANL who wrote (72)	4/23/1998 10:25:00 PM
From: Sirius Pointer	Read Replies (1) \| Respond to of 355

Yes, Edify has been beaten down bad. But it does not mean the risk-reward ratio is good. There is something fundamentally wrong showing up with this quarter's number. Software companies run into product transition difficulties during the period before a new product is released. The potential customers are inclined to hold till the new product/version is released. There are also functionality to be addressed by the new one. It's hard to reasoning how a software company have transition issue after releasing a new version. It's even harder to picture how could that be a problem for Edify. Is it possible selling into popular NT platform harder than selling into a dying (if not dead yet) O.S.? Since the company does not offer replay of conference call to non-institutional investors, it's hard to know how the management explains this issue to analysts. Even after the sell-off, the stocks still spots four times of sales ratio. If the dismal performance continues for one or two more quarters, it could go down half of value from here.

To: OSHANL who wrote (72)	5/28/1998 7:47:00 PM
From: TQR	Read Replies (1) \| Respond to of 355

Grabbed this from EDFY YAHOO! Thread. Things are picking up their a bit. My company (large Bank) uses Edify Electronic Workforce (although it's their OS2 version) and the product is outstanding.Using the software encouraged me to invest in the company.I believe that the Windows NT version of the product will become popular as people simply are staying away from OS2 these days... Creating applications is a breeze on the product so I can't see anything but good things for the product.Here's hoping!!!