CKSW

[la-onda]

something positiv is coming...

[sha9999]

if the stock will cross the 3$
we will see the 3.5$ up to 4$ in days.
if not now, so it will be during the reports,
then the rally will start.

again this company moved from 5 or 6 million revenues a quarter
to 8 million or 9 a quarter
reports soon.


software service companies trade 3 or 4 of their revenues
take a look for example CKSW stock how it should/will be.

lets take the minimum:

3 X 30,000,000$ revenues this year = 90,000,000$

90,000,000$ + 15,000,000$ (cash) = 105,000,000

105,000,000 : 27,000,000 (Total Shares) =3.8$ a share

now,they might bring over the 30,000,000
lets say 8.5M this report at the end of the month
and 9M at the 4qrt.
this bring us to 32,000,000 revenues
next year they probebly will bring over the 35,000,000 (absolutely over..)
so lets take another scenario

35,000,000M x 3 =105,000,000M

+ 15,000,000 cash

105,000,000+15,000,000=120,000,000 M

120,000,000 /
27,000,000 total shares
= 4.4$ a share

this is the way to evaluate this stock,
we have to "look" at the future.
this company used to bring 5 to 6 miliion a quarter,
now they have started to bring 8 to 9 million a guarter.

good luck

[la-onda]

nice volume, nice chart....

[wrangler]

Hi la-onda
Really liked the chart on this stock and the volume I really liked. I'm trying to grab some after hour's @2.69 might not get it though so far after hour's shows 2.76. I'll post it later if it goes thru.
Goodluck to all holding

[la-onda]

up again 

[sha9999]

3$ is just a station.

it will be the like 2003,
but instead of 5$ it will stop at around 4$.

2003:

http://finance.yahoo.com/q/hp?s=CKSW&a=06&b=23&c=2003&d=11&e=30&f=2003&g=d

[sha9999]

(clicksoftware mentioned at the last part)


http://www.amrresearch.com/Content/View.asp?pmillid=19894

Indus and MDSI To Merge: Consolidation Continues in SLM

Monday, October 23, 2006
Eric Karofsky

Vista Equity Partners, a private equity investment firm, is purchasing Indus for $240M and combining the service lifecycle management (SLM) company with Vista's mobile workforce management portfolio company, MDSI. The deal is noteworthy not only because of a service player broadening its product lineup, but also because of the continued consolidation in this space.

Indus was recently featured in the "Service Lifecycle Management Landscape of Suite Vendors" and is noted for its deep experience in the utilities market, but is branching out into other industries. MDSI is a mobile workforce management company with significant utility experience, and helps its clients with mobile dispatch, scheduling, and tracking tools.

Service fulfillment needs mobile integration

Adding mobile functionality from MDSI is beneficial to Indus's clients. In fact, strategies for mobile integration are among the top inquiries AMR Research receives on SLM. The reasons companies ask about mobile are plentiful, including the following:

Scheduling and routing—Mobile integrations can optimize schedules and reroute as necessary to service changing customer needs.

Inventory visibility—When technicians are onsite and don't have a specific part, mobile functionality can allow them to see other technicians' trunk stock, distribution inventory, and place orders as necessary.
Warehouse management—Utilizing mobile functionality helps warehouses track, scan, and find parts efficiently.
Beyond the new functionality, there are two additional benefits:

Indus recently performed below the Street's expectations, and being public this was in full view. Going private not only shields Indus's performance from detailed scrutiny, it may also help profitability by removing the significant cost of being public.
Indus also gains from the deeper pockets of its new parent. This space will continue consolidation. And just as Indus acquired Wishbone in 2004, access to capital will be needed for further acquisitions.
As always, risks are present

The first is the perception that Indus and MDSI are only relevant for utility companies. Indus is expanding beyond the utility vertical, where it receives the majority of its business. Similarly, MDSI is strong in utility, but also has a smattering of other clients. This is evidenced by its public list of joint customers where the two products are integrated such as Atmos Energy, Vectron Energy, and Xcel Energy. The two companies will need to work hard to offer products and messaging for a broader audience.

The goal of private equity funds is to manage the strongest portfolio possible and harvest when appropriate—this will influence the strategic investments for Indus and MDSI. While there is no indication of a conflict, competing agendas may result.

The consolidating market

This market is exciting, with larger acquisitions such as IBM's $740M purchase of MRO Software. In fact, multiple acquisitions are occurring in an effort to build a suite of SLM providers, while fending off Oracle and SAP (see "SLM Market: Strength Through Acquisition" for details of the many deals the past few years).

Who's next? Among the most obvious are the small public companies, as the "going private" theme resonates because of accessing deeper pockets for strategic investment, avoiding costly compliance regulations, and hiding the naked results of sometimes poor quarters. Astea's market cap of $19M trades below its yearly revenue of $22.7M tops my list. Other small public companies that in the SLM space that might be considered are ClickSoftware, Chordiant, eGain, ILOG, Knova, ServicePower, and ViryaNet.

[setravis]

Great job la-onda.......Applaud
After looking at this thread and the ticker, I recalled that you had ask me
about this stock and I failed to reply......Pardon me.......
Could have been many things to do.....
Outstanding work......

[la-onda]

good news but CKSW stopped @ 3$ resistance 


Leading Provider of Image Information Products Selects ClickSoftware for Mobile Workforce Optimization
Monday October 23, 8:00 am ET

BURLINGTON, Massachusetts, October 23 /PRNewswire-FirstCall/ -- ClickSoftware Technologies Ltd. (NasdaqCM: CKSW), a leading provider of workforce and service optimization solutions, today announced an agreement to provide products and related services to a leading provider of image information products.
The organization, a subsidiary of a large global corporation, has purchased ClickSchedule to optimize the scheduling operations of several hundred of their technicians responsible for new installations and maintenance work in Germany and Great Britain. The solution will help the company minimize travel time and increase adherence to service level agreements. Furthermore, the Company is looking to improve responsiveness to its customers, increase engineer productivity and reduce operating costs.

The ClickSchedule solution which will integrate into SAP Mobile was purchased by the customer through Wessendorf Software and Consulting GmbH, an SAP software partner and ClickSoftware reseller headquartered in Berlin, Germany.

"An optimized service operation is crucial in the ultra-competitive business environment of the computer and office equipment industry," said Hannan Carmeli, Chief Operating Officer, ClickSoftware. "We are delighted that yet another leading organization from this industry has recognized our proven track record in increasing the efficiency of service organizations around the world as well as our tight integration with SAP."

[sha9999]

tomorrow we will see a very positive day.

btw:we are less then 1 week from the Q3 reports and the forecast for Q4.
reports next week ; wednesday

[sha9999]

that's it.
two trading days left,

we will see a rally ,first to 3.5$ and then to 4$

at Q2- the forecast moved from 15% to 25% growth

--> now we will see (with the forecast for Q4 ) ,a forecast for the all 2006
around 31%-33% growth

[sha9999]

buy now 2.48$ and you will be happy tomorrow !
tomorrow reports !

[la-onda]

sounds wonderful  IMO

ClickSoftware Reports Record 3rd Quarter Revenues, Net Income
Wednesday November 1, 4:00 am ET
Increases Outlook for Full-Year Revenues

BURLINGTON, Massachusetts, November 1 /PRNewswire-FirstCall/ -- ClickSoftware Technologies, Ltd., (Nasdaq: CKSW - News), the leading provider of workforce and service optimization solutions, today announced results for the third quarter ended September 30, 2006.

For the third quarter ended September 30, 2006, total revenues reached a record $8.7 million, with record net income of $797,000, or $0.03 per share. This compares with revenues of $6.1 million and a net loss of $307,000, or a loss of $0.01 per share, for the same period last year, and revenues of $8.0 million and net income of $443,000, or $0.02 per share, for the second quarter of 2006. Excluding the effects of share-based compensation expenses related to the adoption of SFAS-123R, net income was $954,000, or $0.03 per share.

Software license revenues for the third quarter of 2006 were $3.2 million, while service and maintenance revenues were $5.5 million. This compares to software license revenues of $1.8 million and service and maintenance revenues of $4.3 million for the same period last year, and $3.3 million and $4.7 million, respectively, in the second quarter of 2006.

Gross profit in the third quarter of 2006 was $5.1 million, or 59% of revenues, compared to $3.5 million, or 58% of revenues, in the same period last year, and $5.0 million, or 62% of revenues, in the second quarter of 2006.

As of September 30, 2006, the Company had cash, cash equivalents and short and long-term investments of $16.4 million, up $1.6 million from $14.8 million at June 30, 2006. Net cash provided from operating activities was $1.5 million during the third quarter of 2006.

"For three consecutive quarters in 2006 we have reported significant increases in revenues over respective prior year quarters and we expect the same for the fourth quarter. At the same time, deferred revenues and backlog--which give insight into revenues to be recognized in future quarters--continue to be solid. As a result, we are pleased with our progress this year and look forward to continued growth ahead," said Dr. Moshe BenBassat, Chairman and Chief Executive Officer.

Outlook

For the fourth quarter the Company currently projects revenues of approximately $9 million. This would bring total 2006 revenues to approximately $32 million, representing annual growth of about 33% over 2005. The Company initially projected 2006 revenue growth at 15% at the beginning of the year, and revised that projection upward to 25% following its report of second quarter results.

[sha9999]

Increases Outlook for Full-Year Revenues

REPORTS OUT !
THEY WILL FLY TODAT

record $8.7 million, with record net income of $797,000, or $0.03 per share

Outlook

For the fourth quarter the Company currently projects revenues of approximately $9 million. This would bring total 2006 revenues to approximately $32 million, representing annual growth of about 33% over 2005. The Company initially projected 2006 revenue growth at 15% at the beginning of the year, and revised that projection upward to 25% following its report of second quarter results.

As of September 30, 2006, the Company had cash, cash equivalents and short and long-term investments of $16.4 million, up $1.6 million from $14.8 million at June 30, 2006. Net cash provided from operating activities was $1.5 million during the third quarter of 2006.
     

[la-onda]

nice numbers, good CC 
&
nice chart