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Technology Stocks : Command Systems, Inc. (CMND)
CMND 0.184-7.4%Nov 21 9:30 AM EST
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To: rainwater who wrote (335)4/29/1998 5:08:00 PM
From: Harami  Read Replies (3) of 1956
 
DE, This is what Hugh Shytle of Cowen wrote as recently as two weeks ago-

"CMND provides technology services to insurance companies. It is capitalizing on two major trends, information technology outsourcing and the Year 2000 opportunity. Customers include market leaders Aetna, GE Capital, MassMutual, New York Life and more. The new offshore development facility should improve profitability as projects carry much higher gross margin (60-70%) than those done domestically. We expect solid, in-line Q1 fully-taxed EPS of 6› (vs loss) on revenue growth of 46%. - Hugh Shytle, 4/13 "

I don't see their results much different that what he was anticipating two weeks ago. Revenue growth (54%) was more than waht he was expecting. Gross Margins in India are a little lower (55%) but certainly nothing that would cause it to cut the value of the company in half...
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