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Technology Stocks : ATPX: Lunn Industries and Technical Products Group merge.
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To: Sergio H who wrote (1661)6/25/1998 1:43:00 PM
From: Craig McNeill  Read Replies (1) of 1923
 
Sergio,
the board greatly appreciates the info you've
provided on this stock. Pls don't go into
lurk mode.

People have been frustrated on the price range
and the perceived "slowness" of events to
transpire. Having read the annual report and
the posts (yes, mostly yours) on this board,
I'm confident that the "slowness" is merely
perception and that earnings will bear out the
great story here.

Also, the industry groups ATPX has been
participating aren't exactly "hot". The S&P
Transport index is 10% of its highs and
Fidelity's Defense and Aerospace Fund is down
about 11% since April (try
quote.yahoo.com ).

We all know the other reasons ATPX isn't
performing; naz, limited institutional
holding, Equus sales, quiet management,
etc..... But the forward p/e is too compelling
to ignore, my estimate puts us in single
digits when the market is in the mid 20s.
That's VALUE. If earnings are there, the
market will notice...I think we still need to
remember that this is a new stock very
unfamilar to the street. It's not in the sexy
industry at the moment.

It will get noticed. This is one of those
stocks I've put away for a long-term hold.
The next big move, IMO, will be in the
Sept/Oct timeframe when next year's govt
contracts are announced.

I apologize for probably being quiet until
that timeframe. But Sergio, don't feel that
your efforts go un-noticed or unappreciated.
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