Microdyne (MCDY) Message Board

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Technology Stocks : Microdyne (MCDY)

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To: Walter F. Rauch who wrote (172)	5/13/1997 9:42:00 PM
From: Dave Johnson	of 414

I am happy that the networking products guys took their medicine and did the write off last qtr. They should now contribute profits to a very profitable Telemetry division (+40 sales from last year-check press releases) and the growing MSS phone support division. Volume in the stock is dead. I believe the sellers have fled and there's a few bottom fishers lurking. $4 area with .11c expected on earnings should wake up buyers, but we will have to wait for the earnings around the 2nd or 3rd week of July. With no news, stock prices tend to deteriorate... The new presidient Michael Jalbert is a turnaround specialist and has done this successfully in the past. It might be worth mentioning NPDs customers include Intel and IBM. That's quite a vote of confidence. Although there competitors are 3COM and others (Ouch) Also Microdyne announced "In Touch" which will provide the best customer support in the industry- they took all best parts of their competitors support system and added them to their own. They will be able to diagnose problems via the WWW and send software and drivers to fix the problem. Pretty Neat. There is other stuff on their web page microdyne.com

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