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Technology Stocks
Omtool (OMTL) - Undervalued software play?
An SI Board Since May 1998
Posts SubjectMarks Bans Symbol
27 0 0 OMTL
Emcee:  stockboy Type:  Unmoderated
Business Summary

Omtool designs, develops, markets and supports open client/server facsimile software,
delivering solutions which automate and integrate fax communication throughout the
enterprise. For the fiscal year ended 12/97, revenues rose from $8.4 million to $19.4
million. Net loss totaled $4.4 million vs. income of $440 thousand. Revenues reflect
increased market acceptance of Fax Sr. for Windows NT and expansion of the sales
force. Loss reflects a $6.7 million charge for the CMA Ettworth acquisition.>

Omtool has partnered with enterprise giant SAP to provide seamless integration with
SAP enterprise software. Other corporate partners include DEC and HP. OMTL
PR ""As stated by Dave Malcolm, group product manager for Microsoft Exchange
Server, Microsoft Corp : 'Omtool continues to provide corporate customers with a real
business solution using innovative technology that is fully integrated into Microsoft
Exchange Server, Omtool's fax solution is one of the most proven and complete in the
industry.""Fax Sr. is compatible with Mac, Unix, Java, etc. Please visit OMTL web site
for more.

Check out these two posts.
messages.yahoo.com@m2.yahoo.com
messages.yahoo.com@m2.yahoo.com
Remember the date was 5/19/98 the stock was a t about $9.00 and First Albany was an underwriter for OMTL's IPO.

As of 5/22/98 OMTL $8 7/16.
98 EPS EST .43 PE on 98 EST 19.62
99 EPS EST .65 PE on 99 EST 12.98
Please check these calcs.

OMTL shares compare favorably with software industry averages. The industry average
PE (TTM) is 52.26. The average Price/Sales (TTM) is 17.28 while OTML's P/S (TTM)
is
5.54. TTM EPS not meaningful due to one time charge for acquisition CMA Ettworth.

At the time of the IPO (August 1997) the float was 4 million. Insiders have sold
2,789,687 shares since the IPO, and filed Form 144's to sell 394,290 more shares. The
insider trades seem to be spread out among numerous insiders. The float remains fairly
small at 7,183,977. Total OTML shares 12,646,000.

The stock appears to be drifting down on no news. It appears to be severely
undervalued. I feel the downside risk is quite limited while the upside is quite promising.
Microsoft's entry into this field is obviously a big risk. As always do your own DD
before investing. The above is accurate to the best of my knowledge.

L
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ReplyMessage PreviewFromRecsPosted
27Boy has this been a POS...I have given up and sold out last week.....around 3.00Al's Fun-10/13/2000
26 I may be the only one who cares...but there is great news today...and the stockAl's Fun-3/28/2000
25 the first of more to come Al's Fun-5/10/1999
24 OMTL + GTE in Internet/Fax Deal biz.yahoo.comDan Gorman-5/10/1999
23 This seems to be a dead subject... But it is time to look again at this up and Al's Fun-2/25/1999
22 Anyone aware of why this this bounced yesterday on no news. gwgeorge wood-10/9/1998
21 OMTL fell too much! I think we will see a nice bounce. OMTL's orders are nStefan Gruenwald-7/10/1998
20 FYI, Monday June 22, 7:34 am Eastern Time Company Press Release TRS Technolstockboy-6/23/1998
19 According to IR at OMTL earnings out July 23rd after the close. Lstockboy-6/23/1998
18 SU100, There seemed to be support at 9 1/4 so I left a limit order open whilestockboy-6/17/1998
17 OMTL's marketing folks have been pretty quiet. It'd be reassuring to sStocksUp100-6/17/1998
16 L, I guess your limit order kicked in yesterday afternoon, eh? I picked up a StocksUp100-6/17/1998
15 FYI, support at 9 1/4? Put in limit order at 91/4. At that time vol 500. Atstockboy-6/16/1998
14 SU100, Put in a limit order at 9 1/4 this morning but so far hasn't fillestockboy-6/16/1998
13 L, thought about trading this one too. In fact, I have a couple of GTC buy/seStocksUp100-6/15/1998
12 SU100, Agreed we like this one, silver lining is debatable. I screwed up thistockboy-6/15/1998
11 L, I'm not sure I agree with your comments about the chance of a silver linStocksUp100-6/13/1998
10 Socksup100, I am proud of OMTL today. Up to 3/8 to 10. The market stunk in gstockboy-6/12/1998
9 I too noticed OMTL around the same time you did. I was turned on to them by a StocksUp100-6/7/1998
8 Hate to see people talk to themselves. Does your Mom have lots of $ to buy OMTJ. Nail-6/6/1998
7 It gets kind of lonely here responding to my own posts. I figure some folks wstockboy-6/5/1998
6 OMTL up to 8 3/4 today.stockboy-6/4/1998
5 Got this from Rev Shark at AOL, he's got a fair amount of DD on OMTL on histockboy-6/2/1998
4 Welcome aboard Jim. I know nothing of charts but I think there is value here.stockboy-5/29/1998
3 stockboy.....chart looks terrible but nice rebound on good volume today...I becJames Kibler-5/29/1998
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