Aeroflex (ARX) Message Board

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Technology Stocks : Aeroflex (ARX)

ARX 11.36

-3.3%

3:59 PM EDT

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To: Jorgen Jensen who wrote (576)	2/4/2000 4:05:00 AM
From: Henrik	Read Replies (1) of 586

J›rgen, ARX made a healthy upwards adjustment yesterday with a volume well up on the daily average. Second highest percentage gainer on NYSE yesterday (32.69%) Upgrade by AG Edwards should underpin further near term improvements. Now as always, the question is when to take the maximum profit off the table ? Regards, Henrik Aeroflex ARX AG Edwards Accumulate ¯ Buy biz.yahoo.com Technical Events from ClearStation ================================== clearstation.com From YAHOO msg. board ===================== >>conference call by: sfdavies 2/3/00 2:10 pm Msg: 1644 of 1655 I listened to the prepared part of the conference call and some but not all of the questions. In sum a very positive forward look. In fiberoptic part of business they have made the product transition from the 2.5 MB systems to the 10 MB systems already - they have replaced all the old business with new business. Largest customer looks for 400% increase in bookings by end of 2000. Overall current fiberoptic bookings already in place are up over 100%. Broadband cable bookings up 58%. They have opened new west coast design center that has been open 3 mos and has already booked a million in business. They have minimal sales to cell phone industry but that tiny piece of business starting to grow. Some signs satellite business may be about to rebound. Test and measurement business doing well - they shipped over 100 of the FS1000 synthesizer and yet backlog for that synthesizer increased 200%. They also have some prototype orders that could lead tosubstantial new business. They now expect "respectable" increase in revenues in third quarter and "much improved" revenues and results in 4th quarter. Sure sounded like a growth story to me. And market seems to agree with great bounce today. My AUG 7.5 calls sure look good. And I still have 3rd quarter results and conference call and 4th quarter results and conference call before I even have to think about them. They were a great buy at a buck and a half. <<

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