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Technology Stocks : edusoft (EDUSF)

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To: Frank Gasker who wrote (55)	8/14/1997 8:28:00 AM
From: H.J. Schellenberg	of 272

I agree with some of your analysis - 1. The next two quarters have been very good ones. I expect FY97/FY96 growth for Q3 and Q4. My take on earnings is at least .75 for the year. That makes fair value for the stock, based on trailing earnings, about $15-22/share IF the stock traded at a P/E of 20-30. At the current P/E of 13, the stock would trade at $9.75....that's not much appreciation from today's price. Still, there is room for P/E expansion..... However...... - Israeli stocks trade at lower multiples - there is exchange rate risk - no analysts follow the stock in the US - there is low average volume None of these is a killer, but you should be aware of them. 2. The fact that the parent company is "shopping" the business is a double-edged sword. On one hand, it should help the stock price if they succeed, on the other hand, you wonder why the parent is trying to sell such a great business.

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