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Technology Stocks : CHPS
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To: Gabe Fernandez who wrote (1552)4/16/1997 8:56:00 AM
From: Gregory Cole Brock   of 2740
 
Gabe,

Here is the reason I like CHPS. Despite the obvious value buy that we have all bought in to. Their mkt share is so strong in a growing mkt. It takes a long time to erode mkt share. You do not do it in 1 qtr. Plus CHPS has won many recent new customers.

First call at 23 c is almost half the 42 c they did last time. How can anyone estimate that big a reduction in 1 qtr due to loosing mkt share? Especially when they haven't lost that much as far as I can tell. Co said less 10-15% with slightly lower margins (less 5%) Doing simple algebra gives you 32 c this qtr.

The sky has not fallen for CHPS, atleast not yet.

Greg
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