Comshare CSRE
January 03, 2000 - 10:38am EST by
2000 2001
Price: 3.00 EPS -0.12
Shares Out. (in M): 10 P/E
Market Cap (in $M): 0 P/FCF
Net Debt (in $M): 0 EBIT 0 0

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enterprise application software vendor. wrietes budgeting and data mining applications for
high level managers selling near cash with no debt; earnings breakeven and cashflow from operation
neutral. insider buying for the first time in a long time. sold retail software division to JDA software
for about $40mn. (3-4x sales of that division). if one nets acash a nd values remaining revs at 1x
(not unresaonable for software multiple, and could be higher if earnings turn), then stock should be at $10 up 200%
from this level. had problems with y2k as has everyone else and problems reorganizing sales force, but
y2k will pass and sales force has productivity leverage (or so i'm told by the CFO). leverage to earnings
model also due to depressed level of biz. very little coverage, (just sutro).">">


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