Microdyne (MCDY) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Microdyne (MCDY)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ed Newman who wrote (205)	5/31/1997 12:08:00 PM
From: Walter F. Rauch	of 414

Dear Ed, The network department was in big trouble, but by now it has a new structure and it won't depend only on Novell networks. MCDY received big orders for the network cards from the FED's. The charges for the new structure are paid and for the current quarter they should write black ($ 0.11). Last quarter they had a nice earnings surprice, and they should be able to meet the current estimates. As far as it concern the future growth potential you should evaluate all three departement separate. The telemetry should do quite good in the coming year. There are a lot of satellite lauches lined up and they all need some kind of tracking systems. Teh network department just received new orders and is coming out of the red. Here is the most competition, but also the most growth potential. The customer support phone service started out quite good and had good news lately. New customer and good critics! If you dig a little further you will figure out yourself. Personell I think they can meet the estimate easily and that should bring MCDY at least to the teens by end of the year. But do your own DD and decisions. Regards WR

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next