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Technology Stocks : ASDV- Aspect Development-THE NEXT MSFT!
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To: Joseph Waligore who wrote (222)1/28/1999 5:54:00 PM
From: Golfinginthesun  Read Replies (1) of 414
 
I'm impressed.

I was hopeful they would take the gloves off and unleash the pipeline of sales that they have been working so hard on building. I figured if they did go for this it would be .17 but .18 is fantastic. Additionally, they exceeded my expectations in another way as well. This is in regard to how well they were able to address the S&M revenue. For the quarter it is 19.4% of revenue. I would have expected just under 19% so congrats on doing well there as well. Now the only area left unaddressed is the foreign sales and frankly that is a non-issue until the end of FY99. If they are still unsuccessful through FY99 then I would be greatly concerned. Right now it is just an untapped opportunity. Congratulations again. Great quarter.

Stunning statistic to walk away with. Net income is 23% of revenue for the quarter. For the year net income is a modest 19% of revenue.

I also like the discussion of the $100M run rate for revenue. If you were to annualize the quarter it would produce an EPS of .72. Now, you just have to ask yourself. Will we return to the prior valuation multiples with this quarter making last quarters blip look less and less significant. It is just a matter of how long the market keeps looking to internet hype vs. real earnings.
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