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Technology Stocks : SSA (SSAX) BPCS/Client Server -- Ignore unavailable to you. Want to Upgrade?

To: Frank Vannucci who wrote (877)	9/24/1998 9:52:00 PM
From: Richard Jurek	Respond to of 915

Frank -- I am still very positive, and I think the news is good. There is indeed much happening. 15% rev growth coupled with a 20% reduction in operating cost means some good margins and good profitability next year. This is good, solid management. This company will do fine...and so will our stock prices, me thinks. If there is any weakness, I am buying. Richard

To: Frank Vannucci who wrote (877)	9/26/1998 3:36:00 PM
From: Richard Jurek	Read Replies (1) \| Respond to of 915

Frank -- The CC highlights are available on SSAX's website as a powerpoint presentation for those that are interested. What I heard and what I read are very positive, and will not only stabilize the stock price but set the stage for progressive upward momentum. Here are some top line points from the call: rev growth of 15%, skewed toward 2Q99, with an exit from 1999 @ 20% Net earnings to significantly improve over '98 -- mostly from the current cost reductions, the 20% decrease in op costs and the outsourcing of of application development strong expense controls 1999 -- 45% software rev; 55% service rev Base rev plan of $420-$425 mil; growth plan of $75 mil goals -- significant increase in client satisfaction, improved product quality and performance, increased number of referenceable clients Products -- refreshed BPCS 6.04 by mid October 98; Mid October expect shipping of enhanced HP/UNIX generator for BPCS and tool kit; 2 - 10X improved performance and 5X increase in scaleability BPCS 6.1 release in Jan 1999 for all platforms NT version available in Q3 '99 Signed Significant deal with HP to develop and test new NT version Deal with i2 around Rhythm to enable BPCS to seamlessly integrate with other apps; avialable in Jan '99 BPCS release improve resource utilization and service margins strengthened partnerships with IBM and HP joint marketing and leasing with IBM Credit Corp improve the "viability perception" of the company by remaining cash positive new licensing fees will result in about $8-12 mil in growth Enhanced AS/400 sales globally enhanced sales to existing clients and continued pipeline strengthening new business clients Service revs to increase $40-45 mil Other partnership deals in progress targeting sales force automation, systems management, and internet offerings reinstituting Affiliate and re-marketer program worldwide Hardware sales to generate an additional $10 mil in new sales I churned a number of shares in the high 6 range, but have been buying under 6 and will continue to buy under 6. This company will see the teen's again in price. I really like the new management. Cheers, Richard