Quarter to Quarter Aggressive Growth Stocks Message Board

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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (488)	8/19/2000 12:10:00 AM
From: Jack Hartmann	of 6912

W) Update on PRSF Rev 15.2M to 20.8M to 28.1M to 39.0M to 50.6M Apr00 EPS (0.02) to (0.01) to 0.00 to 0.02 Apr00 per briefing.com Listened to CC - 64.5M in rev 28% q2q (was 37% q2q last q) - 0.03 EPS (two cents better than 0.01 est) - Added 80 new customers in the quarter now total 300 - PRSF working with CSCO to develop broadband solutions - 10M of revs from Asia - Getting 2 wins for internet telephony in China - Won contracts with Sprint and Reuters - License rev 69% of rev, Service is rest - 13.7 in R&D, G&A at 8.0M - License fee gross margin 99% - Total margin is 80% - 46.8M in acct rec and 59 for inventory turnover - Will implement Oracle HR application this quarter - Top ten customers were 29% of rev - CSCO and SUNW are very strong in Japan. PRSF doing well in Japan. Japan is heavily regulated so they are finding out that it not cost efficient to develop this solution in house. - Number one internet billing company. DOX ships to telecos. Ours is off the shelf software. Becoming safe solution in this area. Attracting the big customers. - Only took 5 weeks to implement PRSF software in US West - 15% tax rate this quarter - Focus of company is market share - Not seasonal but Europe is slow in summer 14 insider sales in July alone. Summary Momentum slowed in terms of revenues hence the WATCH rating. Seeing more red days in last weeks than green as momo players seek other companies. Company belong in any long term portfolio. A young SEBL maybe budding here. I really don't like the flood of insider sales. Chart is indecisive. I'll just wait until things settle a little on this. Jack

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