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Technology Stocks : Comverse Technology -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (840)	8/31/1999 10:13:00 PM
From: Kevin M. Reilly	Respond to of 1331

To All - Below is a table of calculations that I have computed from current and past financial data for CMVT. The data may show a slowdown in business or at least the rates of increase may not be able to support the current P/E. We do see improvement in the gross margins but revenue growth seems to be slowing down as well as EBITDA. I personally do not look at year-to-year comps on growth stocks as from a trading perspective I do not think they are very relevant. Kevin M. Reilly Q1/99 Q2/99 Q3/99 Q4/99 Q1/00 Q2/00 Change In Sales (%) 4.3 6.4 6.7 5.5 4.4 Change In Sales (% Annualized) 18.3 28.1 29.8 23.7 18.7 Gross Margin (%) 58.9 59.6 60.2 71.4 61.4 62.2 SGA (% Of Sales) 42.7 40.5 43.0 43.3 43.4 43.4 EBITDA (% Of Sales) 19.5 20.9 28.4 16.9 16.2 15.6