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Technology Stocks : Aeroflex (ARX)
ARX 12.62+4.7%Nov 7 9:30 AM EST
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To: scott who wrote (334)10/28/1997 8:32:00 PM
From: Alan Newman  Read Replies (2) of 586
 
I like the fact that they beat estimates; I like their
customer list; I like their market.

But I'm having a problem with their high PE. The estimate for the
year ending 6/98 is .45. 30x that is $13.50. I know that the
analysts might raise estimates because they beat the estimate
this quarter.

But there is risk in them meeting the estimate (as there always is).

Is there really only $2-$3 price appreciation I should expect?

On a percentage basis the $2-$3 looks good, but there is a lot of
risk in that, and 6/98 is a long way off.

Was there something said in the conference call that would make
me feel better?

Alan
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