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

To: shlomi cohen who wrote (1618)	5/14/1998 10:54:00 AM
From: Walk Softly	Read Replies (1) \| Respond to of 1936

SC... yes, that would be great... however, looks like H&Q or any would be sponsor will keep us in the dark as long as possible... ehh.. they're not going to make $s off us.... H&Q is VERY client protective... analysts there won't talk to anyone who is not a client.... they'll let this little pup die on the vine while they collect all the shares for their clients as possible... when you observe some of the garbage that has risen in this market you recognize sponsorship is everything... the only reason garbage rises is it suits the interests of a Banker... why SPNSF has not been chosen is just politics.... after listening and questioning (a seemingly all to shy) Zuckerman I can understand why our politics aren't in order.... One thing for certain... in the long term, fundamental results pay off... AMES hit 10 1/2 then wallowed to 7 with a p/e=7 last year... took the market a year to believe... now 26ish..... if SPNSF keeps cranking out the results soon or later they'll be rewarded..... I have to admit though, I thought the SPNSF fundamental story would've unfolded faster than it did... the convertible put a big dent in last years performance.... the fully dilluted float had a big impact.... I traded alot of AMES (in the 7s) for SPNSF (in the 4s) last year and I'm really sorry I did... Of course, if we could only get a grass roots rebellion against commonly accepted fundamental analysis (like they have with TAVA) we could hit 100:-) One thing for certain... this market has turned counter-intuitive... just when you think something is going up it goes down and vise-versa.... what this means is hold on to your losers and sell your winner... I know, this is hard to do... just when you think it darkest, the light is right around the corner.... C