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Technology Stocks : Software AG Systems (AGS) -- Ignore unavailable to you. Want to Upgrade?


To: sparky 229 who wrote (88)4/7/1999 8:02:00 AM
From: Greg Jung  Respond to of 120
 
Re: ST I don't know this co much beyond its charts and data sheets. But you can see a number of downturns to this level. Maybe mostly liquidity related. The only negative is that it may be a cyclical disguised as a growth stock; it grew up in the boom times of the last five years but it is ultimately tied to aerospace and automobile industries, and you can check what multiples these companies go for.

Greg



To: sparky 229 who wrote (88)6/18/1999 11:35:00 PM
From: Greg Jung  Read Replies (1) | Respond to of 120
 
Another opportunity in ST lately, revised forcast of 15% growth from 20%. I started a position there at 37.At PE < 10, the stock is near its lows.
I think saga systems looks good for a second leg up eventually, although I just took more off. looking to re-load near 10 if it pulls back, otherwise I think it'll break out strongly after 12.
WIND is at a nibble point, but may crater again due to all the changes in the biz.