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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)10/29/1997 1:31:00 AM
From: Kerry Lee   of 586
 
Just heard the replay. Agree with your assessment. I liked:

a) the fact that they made a point right near the beginning of the call that their exposure to the Fareast was virtually nonexistent.Took away any uncertainty of foreign exchange exposure or future impact of any downturn in Fareast economies.

b) the COO commented something to the effect that the current quarter ( Q2 ) was going very well. In today's climate of Class Action lawsuits, it shows ALOT of confidence in meeting/exceeding the Street expectations/forecasts.

c) the line of questioning from the Oppenheimer analyst suggests alot of upside in terms of gross margin leverage created by the likelihood of increased volumes spread over fixed costs. Also the $52 million order backlog does not include future commitments from Motorola and/or Lucent. Someone else who listened to the call, please feel free to correct me if I heard it wrong.
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