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Technology Stocks : PROGRAMMER'S PARADISE (PROG) -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (727)	2/18/1999 11:08:00 PM
From: Martin Radwin	Read Replies (2) \| Respond to of 2383

I've been lurking around this thread for a while now, so I decided to finally post something. The analysis on this thread has been really excellent, sufficiently so to convince me to take a position in PROG, which I did a couple of weeks ago. Which companies are PROG's main competitors for internet and/or catalog software sales? So far, I've found only one major competitor, "BEYOND.COM", which I think sells software entirely over the internet, whereas PROG is just now getting into internet software sales. When I compared the fundamentals of these two companies, I was astounded at the difference, as shown in the table below. Beyond.Com Programmer's Paradise Market Cap: $666 Million $71 Million Revenue: $42 Million $216 Million PSR: 15.7 0.33 Earnings: $-33.6 Million $3.2 Million BEYOND.COM has ten times the market cap, one fifth the revenue, is losing money while PROG is profitable, and has a PSR 48 times higher! Any comments on this data or comparison to other competitors would be very welcome.