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Technology Stocks : Equinox Systems (EQNX)

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To: HeyRainier who wrote (320)3/15/1998 10:01:00 PM
From: Quad Sevens  Read Replies (2) of 765
 
Rainier, it seems to me the central question is if EQNX is entering a new and unprecedented phase of growth. The IBM contract looks exceptional, yet I do not know how to quantify it. The earnings estimates are old. Did the analysts know about the Postal contract? Will the earnings estimates be changed?

Rob S. reported that the CFO said the IBM contract is just the "tip of the iceberg". I don't think he's referring to the Titanic. If that comment was accurate, some new thinking might be in order for this stock.

Wade
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