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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: Louis Cornell who wrote (371)	4/26/1998 8:28:00 PM
From: Doug (Htfd,CT)	Read Replies (2) of 475

Lou, back in November, you valued ORFR based on an assumption of >40% EGR and SGR. In light of recent developments and revenue shortfalls due to the Asian flu, do you believe ORFR can recover to that growth line? I've taken a 1/3 position in ORFR and looking at recent softness to take bite #2. In reviewing my file, I found your analysis at Message 2700134 using an analysis of P/S ratio relative to expected earnings growth, and wanted to see if your valuation had changed in the last five months. Also, in calculating an attractive P/S ratio, does average net margin play a factor in your mind? I always expect a lower P/S ratio for a low-margin business (e.g. a retailer) relative to a high-margin business (e.g. software). Does that play into your P/S analysis? Doug (long ORFR)

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