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Technology Stocks : ORFR-ORBIT/FR

ORFR 3.500

0.0%

Apr 10 5:00 PM EST

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To: Steve who wrote (120)	11/3/1997 9:11:00 PM
From: dzzhang	Read Replies (2) of 475

You might ignore the fact that while last week was NASDAQ down 3%, and most tech stocks down more than 10%, ORFR had a little change for the week amidst a profit taking on Friday (traded as high as $23.5). This company looks great. Although Q3's 19c/share is slightly below Q2's. The details reals a much better picture... 1. Both operating margin/gross margin increased from Q2 (24.3%/40.9%) to Q3 (26.3%/41.2%) 2. Net income as % of Rev. increased from Q2's 16.3% to Q3's 19.1%. 3. It has a sequential Net/Rev increase of of 39%/19% respectively. 4. It successfully intergrated the acquired company AEMI. The slightly down of EPS is due largely to the increased #shares. By these detailed measures, ORFR is a much better in Q3 than in Q2. It seems to me the devil lies in its detail.

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