Stratasys (SSYS) Message Board

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Technology Stocks : Stratasys (SSYS)

SSYS 9.450

-4.0%

Nov 6 3:59 PM EST

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To: bill hopkins who wrote (60)	12/13/1996 6:03:00 PM
From: Stratajema	of 316

I'm guessing their 4th quarter sales will be $8.0 to $8.5 million but I don't have a clue what their EPS will be since they typically allocate a lot of R&D expenses in this quarter. (I got to the $8MM estimate after they recently reminded everyone that their 4th quarter last year produced 40% of sales for the year. Hint, Hint.) If they hit the $8MM estimate then it will be a record quarter and I will be very impressed with their efforts. However, keep in mind that analysts were agressively forcasting both higher sales and EPS for the entire year. But then again have you ever seen an analyst not have agressive estimates for a very promising company? I believe all disappointments including a delay in a product introduction have been factored into the current $15.50 x $18.50 price range. IMHO, Stratasys is a great company with a good product and exceptional management. Regards, David P.S. Watch out for Allen Grinchspan early next year as he may lower the percentage that investors can borrow on margin at brokerage houses. This may be his only way of controlling "irrational exuberance" in the stock market. If it happens look for a 10% correction across the board.

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