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Technology Stocks : APSG - Applied Signal

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To: Mark who wrote (671)2/16/1998 7:20:00 PM
From: Gregory DeMoully  Read Replies (1) of 884
 
Mark, I really expected more than 30 cents for Q1, and I was hoping that APSG could better the 34 cents posted in Q4. To me, 25 cents was a bummer! I think that the general perception for APSG is that the analysts estimates are way too low and need a revision up, and this is reflected in the current stock price. IMHO, even if the analysts move their 98 estimate up to $1.10 this will not move the stock up. APSG has now done just about all they can to improve margins, and APSG revenue is only growing about 21 percent per year with little chance for acceleration. We may see some increased selling this week. I hope I am wrong though, as I hold over 2000 shares.

Regards,

Greg.
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