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Technology Stocks : Sequent
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To: Richard S. Schoenstadt who wrote (643)10/25/1997 5:25:00 PM
From: van wang  Read Replies (1) of 1229
 
Richard...yes that was disappointing that they only committed to 30% to 4Q...and they made it sound like it was a gud target given how strong SQNT's 96 4Q was last dec

i dont see how they will make consensus 0.48...my estimate is now 0.38 to 0.42 on yup $240 million top line

basically, 2Q 50% and 3Q 40% were hicups in terms of prior year comparisons if they only expect 30% vs prior in 4Q

i know they talked of strong pipeline but it wasnt translated into strongER top line growth

they are 30-40% above historical sales and they are having difficulty beating historical EPS...yeah i know there is SW amortization but they better get their sales productivity up (either get cost down or get more deals done)

yes...they wud have hit their numbers if europe came thru...currency hedge problem was equal to tax credit gain so net out to zero

gross margin is expected to be the same in 4Q...this is hard to believe...they better get the other expense items down as a % of sales

cheers
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