Tandem Message Board - Msg: 376585

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Technology Stocks : Tandem

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To: Shege Dambanza who wrote (5)	10/22/1996 2:17:00 AM
From: N. Voloshin	of 55

Hi Shege Tandem will report earnings on Thursday, 6:00 am PST.I do expect there EPS to be OK. PWJ;SB ans MER are upbeat. Watch for cost reduction in G&A;Window's NT application and Server Net. UB is on the block. Sale price is somewhat one time rev.=$400M. I doubt that TDM will spin off UB to shareholders. 1997 est. $1.15 EPS.Deduct $400M UB, and MKT value for TDM 1B.TDM is trading about five times cash flow,and 1/2 it's sales very cheap! WE may see TDM at $19-21 before long. PS. I will post analyst's coments on Thur. night.

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