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EDGAR Online, Inc. Announces Contracts in Excess of $5
Million

http://biz.yahoo.com/prnews/990913/ct_edgar_c_1.html

I have sold about 35% of my EDGR today at $11+ (nontaxable account).  

 
TinkerShaw wrote earlier,


The only objectionable thing I saw there was a very high cash to debt ratio. 
Anything to worry about in that regard? 


The question was in response to VoiceStream's debt. Currently VoiceStream 
has 79 million in cash, no short term debt and over one billion in long term debt 
position.  90% of that long long term debt is due after the year 2003. This gives 
VoiceStream many years to play out their hand. I see no short term problem on this 
front. Following is the payout schedule of the long term debt.

 Six months ending December 31, 1999 ..............             $        0
       Year ending December 31,
       2000 .............................................                      0
       2001 .............................................                 21,250
       2002 .............................................                 40,000
       2003 .............................................                 58,750
       Thereafter .......................................                905,000
                                                                      ----------
                                                                      $1,025,000
                                                                      ==========



Jules wrote,


I am wondering whether you're familiar with CTXS. I have copied the following 
over from a post on the  Wireless World board.

< Gross margins of 95% TTM, net margins of 35% TTM, 100% trailing revenue 
growth, and consensus long-term estimated EPS growth of 41.67%. Overvalued? How 
does a year-forward P/E of 36 sound? The only problem is it's got to keep MSFT 
out of its hair.> 

I think any company that boasts these kind of figures is certainly worth looking 
at! What do you think?

 best wishes,



Julian,

I am following the whole Software Enterprise Industry from a distance. I really 
like many companies in the industry including Citrix, Siebel and Veritas. "Smart 
money" also loves these companies and are pouring money into these stocks. The 
numbers look great on all these companies and the technicals are superb. 
They look good as a long term hold from my distant vantage position. Your 
concern about Microsoft is a valid one and Oracle is also a significant player 
in this industry. In fact, the CEO of Siebel previously worked for Oracle and the 
rivalry is intense. 

I would like you and others to keep me posted on these companies. I follow smart 
money and it is definitely flowing into these companies. I see their names 
pop up in my research all the time. Citirix looks like it is about to take off 
in price(barring a market melt down). Good luck.


Best wishes,

Doug



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