Tandem Message Board - Msg: 411270

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Technology Stocks : Tandem

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To: Bob Howarth who wrote (9)	11/2/1996 11:33:00 AM
From: N. Voloshin	of 55

Hi to everybody! I have attended analysts conference call on the day of EPS release. Deal in China is HUGE. Thay will basicly create their entire banking system and ATM's. Co. also stated that their net margins are going to be good.G&A reduction further. On the negative side: 1Q is going to be break even to slightly positive due to seasonality in orders. Mgmt indicated that UB is almost a done deal. Pos. closure of sale this Q. Price? Also many analysts take wait and see attitude regarding their entrance into Intel based mkt. Solomon has a buy; Paine Webber and Cowen-hold. The ? to be answered is, how quickly mgmt. can execute, costs, capacity.Tandem has had tendency in the past to poorly control costs,inventory and produst mix. If you recall on the morning of EPS release stock opened at $12 1/2, moved to $13, and then traded all day at $12 3/4. Co. also had two major shows in N.Y. on Tue. and Wed. last week. Pesentation of Internet products,etc. I think when UB is sold, that will give initial push to through $13-$15. Also every analyst want to see execution in Intel based mkt. At $12 1/2 stock is a steal for value investor.

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