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Technology Stocks : Ezenia! (VSVR)
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To: Alan Aronoff who wrote (401)6/20/1997 7:53:00 AM
From: margin_man   of 890
 
Alan,

What I concern right now is the earning outlooks for Q3 and Q4. IMO,
if they don't sound positive in the next conference call, we could
see another low. If Q2 is a little negative surprise, but Q3 and Q4
look strong, I don't think VSVR is going retest the 4/22 low again
because the negative surprise (if it is) is already priced in. Look
at PCTL, last quarter it missed the number by a wide margin.
When PCTL announced the earnings, it didn't drop at all, but started
moving up instead because the CEO said the remaining of 97 looks
very positive.

So my guess is Q3 and Q4 are what the Street is looking forward to,
not Q2.

Comments are welcome.

Good luck,
Patriot

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