Advanced Computer Software Share Discussion Threads

[fibbinarchi] 17/2/2011 22:57

breakout would be in the 40's

[polar fox] 16/2/2011 13:36

37.56p paid. Simmering nicely thus far. It's about a 7-month trading high.

[masurenguy] 16/2/2011 08:08

Thanks for the TA input PF - I'll keep an eye on your resistance level of 37.5p for a potential breakout.

[masurenguy] 15/2/2011 12:23

Polar Fox - I would endorse GHF's comment in #275. Also, if you check back on the thread, you will see that the offensive posts #269 & 271 have been removed.

[glasshalfull] 13/2/2011 23:18

Thanks polar fox. Appreciate your TA analysis.

I'm certainly open to negative comments, especially if the help me reappraise my investment decision.

I've watched all sorts of companies rise over the last 6 months and have been steadily adding to ASW on any dip during the last few months while it remains becalmed. The November interims were the catalyst as I described on the thread with Vin and her team demonstrating their experience in the buy-build field with the results doing the talking. Considerable improvement in margins, cashflow, profitability and all on a single digit PER. The team clearly have the ability to mould the acquisitions into a cohesive structure and the June 2010 announcement of the 3 distinct divisions certainly makes sense to me.

Pleased to have your input on the thread and I would suggest that you simply filter any nonsense posters rather than leaving the debate and those of us who wish to provide sensible discussion (click on username and thereafter click on "filter user" button as directed).

Kind regards,
GHF

[polar fox] 13/2/2011 17:13

GHF,

I haven't posted on this thread for a very long time, because of a couple of immature posters, as you've begun to discover. But your efforts at conducting some sensible discussion deserve a reaction.

I'm ahead on this one, from last year, patiently waiting for this "laggard" to develop some momentum. In that context, I like the TA. For example, a golden cross last month; and the SP, this year, has been trading above the EMA200 (currently at 34.8p). Looking at the 1-yr intraday, we may have an ascending triangle from last August, or even an inverted H&S, with the break level/neckline around 37/37.50p. The share price has been quietly closing in on that level for some time - a break would eventually target just higher than 2010's 44p all-time high. Also, I like the technical indicators - the MACD has been showing a bullish divergence since last Summer, for instance.

All in all, I'm encouraged to hold, looking for a break of 37/37.50, hopefully before the Prelims. A (modest) acquisition RNS would probably be sufficient, and that could come at any time.

If this post elicits yet another daft reply from either child, then count me out again.

[glasshalfull] 13/2/2011 11:58

[February 10, 2011]

Removing the mist surrounding the Cloud

Advanced 365 highlights the key factors that organisations must consider before moving across to a cloud computing model.

The hype surrounding cloud computing is expected to reach unprecedented levels over the next few years. According to recent research by analyst Gartner, CIOs view the cloud as their top technology priority for 2011 and it expects the number of organisations using on-demand computing to rise to 43% within four years.

Despite being lured by the prospect of achieving significant cost savings and efficiency gains, not all organisations are ready to embrace cloud computing and some lack an adequate contingency plan in the event of it all going wrong. Neil Cross, Managing Director of leading managing services and cloud computing provider, Advanced 365, says that businesses should consider the following key factors before seeking to introduce cloud computing as part of their IT strategy.

Determine what you want to achieve and why IT is about delivering improved business services, not just on ensuring the smooth-running of technology, so make sure you understand what you want to achieve as an organisation and why. Both public and private cloud options should be thoroughly reviewed alongside non-cloud alternatives with the benefits and drawbacks of each being given fair consideration. Moving to cloud computing just because its the latest buzz in IT isnt a good enough reason and your project is likely to fail. Understand your business drivers as well as the IT drivers The pressure to achieve efficiency savings may encourage more IT teams to look at moving to a cloud computing model.

However, its essential that any changes made to IT infrastructure are suited to the needs of the business first rather than being modified to fit the IT departments preferred cloud platform. Fail to prepare, prepare to fail It might seem obvious, but make sure you plan thoroughly and decide how your chosen cloud solution is going to be integrated, managed and monitored. Although its possible to access on demand cloud services in a matter of minutes with the aid of a credit card, you should not become complacent about the level of planning that is required to ensure that your project is a success.

Reducing complexity is as important as reducing cost Compared with managing your IT systems exclusively in-house, cloud computing may not be a cheaper option due to the additional costs of accessing cloud services on-demand and having to retrain your staff. Introducing a new cloud supplier to your business could also create more management complexity into your IT infrastructure if youre uncertain as to how this supplier will be managed and how you are going to link your various applications together. Think about the risks Though cloud computing brings undoubted business benefits, organisations also need to consider carefully the potential risks. Is your data going to be held safely and securely on the cloud and are you satisfied that your cloud supplier is reliable and experienced enough to provide your business with the necessary service-level provision you require? Choose the right partner It is essential to work with specialist cloud partners that can manage their services in line with your organisations requirements. Check that your partner can provide you with an end-to-end service combining service level management, service desk facilities, remote monitoring, advanced reporting capabilities and complete data transparency to help minimise the risk of integrating your systems into the cloud. You should pay particular attention to whether your cloud providers service desks run 24/7 so that they can react quickly to keep downtime to a minimum.

Ensure your service level agreement is appropriate for your business In the event of a business-critical application going down, you need to be reassured that your cloud provider has the expertise and skills to get it up-and-running again as quickly as possible. Ensure that your provider offers service level agreements (SLAs) that are appropriate for your business which cover almost any eventuality. The most effective cloud partners can offer multiple SLAs for a single customer giving the business peace-of-mind at all times.

The increase in acceptance towards cloud computing will undoubtedly lead to a surge in uptake as organisations continue to wrestle with having to make deep spending cuts. However despite the many advantages to be gained by embracing cloud applications, they do not represent a magic wand for organisations to solve existing business issues. Its important to consider the move to cloud computing very carefully and ensure that your organisation is practically and culturally ready to gain the most from what the cloud has to offer.

Regards,
GHF

[adieadie] 25/1/2011 13:43

but you would, wouldn't you ;-)

[rkjones] 25/1/2011 13:40

dave

Sounds a bit patronising - expressing surprise that Vin should stand out despite her female/Asian background, suggesting this was not the norm.

Richard Keys and Andy Grey are currently being witchhunted for suggesting otherwise!!

[adieadie] 22/1/2011 14:24

hahaaaa, so you took it off. funny.

[fibbinarchi] 22/1/2011 13:25

no I havent adie, try again, its a penny share that moves slower than a snail

[adieadie] 22/1/2011 13:06

Fibbi has a short on folks.

[geraldus] 19/1/2011 20:30

Yes Glasshalfull I'm sure patience will pay off although I only started buying a month ago - G.Spotts

[glasshalfull] 19/1/2011 18:02

Exactly geraldus. One only requires to look a few posts back to read the interview with Vin Murria which explained the opportunities open to the company through the proposed move to GP consortia.

I've every faith that the company will capitalise on these opportunities. The Market will waken up eventually.

Kind regards
GHF

[geraldus] 19/1/2011 17:18

Surprised there is not any interest in this of late with the NHS reforms headlining.ASW should be a beneficiary.