Intrinsyc Software International Inc ISYRF

RE: RE: RE: RE: RE: INSE bafflegab

[manizales]

    Actually the only way to make money on ICS has been to trade in on the huge upswings, short as they may be.  Not that I have done that, but in hindsight I wish I had!!!!!!    Jan 2010...stock doubled, then gave it all up and hit new lows last summer.   Then stock went up 50% again beginning of  Jan 2011..... then gave it all up...... then tripled in Feb. and has now given up most of that move.    So yes it has been a great trading stock with patience and the willing to take profits.   Optomists like me who hope for a turn around are still up but it is frustrating to see big profits drain away.   Still think it is grossly undervalued compared to its peers...other microcaps with little money/losing lots of money and poor revenues, yet trade at much higher multiples than ICS.   It will take one or two quarters to actually "fire on all 4 cylinders" and show some profitor rev. growth!!!!!!!!   Last quarter S America rev. was terrible as was Europe..... year before quarter Asia was terrible  and S. America good.  Last quarter Asia was good.  See what I mean.

Now Q1 is interesting for finally they have written down most of the intangibles  and have a chance now to report an actual GAPP profit possibly if they can get their administration expenses down again, maintain US /Asia rev. and see some incremental rev. form their new products.   We will see in a month.   Cash balance is certain to go up by almost a half million due to 5% exchange rate increase since Dec/31.   My take on things.