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Technology Stocks : PUMA Technology -- Ignore unavailable to you. Want to Upgrade?

To: Pakman2000 who wrote (286)	5/22/1998 11:04:00 AM
From: Mats Ericsson	Respond to of 851

Puma is very unknown, I post here just for keeping this S.I. 'hot subjects '. P.s. Waiting for market correction = Waiting to ad my position.

To: Pakman2000 who wrote (286)	5/22/1998 11:51:00 AM
From: SidStock	Respond to of 851

Just finished listening to the CC. Any serious puma investor should listen to the call. Pay attention not only to the information but also to the "tone" of the call. I gotta say this is one of the most positive conference calls i have heard and was impressed. You could feel the excitement there. I liked the fact that PUMA has signed multiyear deals with most members of Bluetooth, virtually locking out any competition. Sounds like they are becoming the defacto standard and are being integrated into almost every thing mobile. Their market penetration sounds great, and no competition...but they still need to make money at it. Some highlights. - Best quarter to quarter sales growth (18%), and during typically a slow quarter (ie post year-end/xmas) for s/w sales. - Shrink rap sales increase (low sales cost). Now accounts for 34% of sales vs 26% a year ago. - Momentum is gaining in all sales areas. - Launching new server products later this year ... and more ... Sid