Transnet-TRNT Message Board

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Microcap & Penny Stocks : Transnet-TRNT

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To: Bob Davis who wrote (23)	7/17/1996 12:50:00 PM
From: Christopher Reimold	of 140

Bob, first of all, thanks for your report on Transnet and the systems outsourcing segment. I still have a few questions regarding Transnet, maybe someone can answer them: 1. What percentage of TRNT's revenue and income stems from service operations (as opposed to hardware sales etc.)? The EDGAR filings I have looked at state only the relative increases, i.e. 26% in FY95 and 40% in FY94, but not the absolute levels. Similarly, are there any exact numbers regarding their services and hardware margins? (except for the frequently mentioned fact that the first is - of course - significantly higher). 2. Why did EPS drop significantly in Q3 of 1996? Some people on the board here have suggested that this is due to the company's preparation for anticipated demand when NT 4.0 is released (for hiring new qualified personnel etc.). However, revenues have also dropped 10%. Is this just normal cyclical behaviour? If so, in what way is this industry cyclical (over the course of the year)? What do you expect earnings to be - were last year's high Q4 results influenced by special factors? Any information appreciated. Christopher

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