Sonic Foundry, Inc. (SOFO)

IMHO this PPS offers an excellent entry point. While short term, I took a huge paper loss, I reevaluated the investment thesis and decided to hold and buy more. SOFO declined because the company had forecast the breakeven point is "any time now" for the past year or so and missed badly during the last quarter. The reason provided was the longer sales development and delivery cycle brought about by much bigger deals. They've expanded their sales and tech staff in anticipation of these larger deals but did not manage investor expectations well at all. Investors were expecting very close to break even results and those results didn't materialize, rather, a loss of .10 per share virtually doubled last year's QOQ losses. Mediasite is the flagship product and incorporates patented searchable audio for rich media presentations. The company also provides hosting and service and these areas have been expanding as revenue streams in addition to the hardware. It is a small cap that really did not manage expectations well at all so expect some significant volatility. Disclosure: Long about 11.4k shares

Videoconferencing will eventually replace teleconferencing for many applications.

IN THE SHORT RUN i SEE sofo OUTPERFORMING THE MARKET. tHE PROBLEM i SEE IS ALACKOF A MOAT TO PROTECT IT FROM COMPETITORS.tHIS IS A THREE STAR AT BEST.

Great product that just needs to be touted. I like the financial trends and the functionality of the product offerring.

Dig their old software.

Looks like a company who has found a niche and like all small caps...has room to run! Worth speculating in a market that has definite need for improvement.

Good product and management.

dramatic revenue growth ..profitabilty.....new contracts make this video on demand technology company a must own stock for the next 2 years...Target $8 to $10 in next 12 to 18 months

Here is a technology that no one has and is a target for a Google or other large heavy media content site. Their product, at mediasite.com, is a tremedous technology.

gonna trail down

I'm a tad wishy-washy on this. It will either be great or shitty.
A good business plan, but one that is easy to model. No wide mote here.... tiny, tiny sales.
But a good product it seems.

It will out blossm by other stocks buying in on sofo

I have watched this stock for 12 years and know the workings

Believe they have a good buisness, with more and more online content, their multi media search capabilty will payoff eventually.

Wide acceptance of the technology

Recent drop in a solid stock -- due for a rebound.

An aggressive growth stock.

feb 1

The company is in a growing space with pattened technology and amazing search and record abilities. Imagine being able to search old lectures, meetings, public health warnings, etc.... Travel expenses will go down, productivity will go up, the ability to share information is endless. These guys are number 1 in the space and are positioned to sky rocket.