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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Todd Bishop who wrote (12713)	12/24/1999 5:41:00 PM
From: StockHawk	Respond to of 54805

>>SSTI revenue was up 52% to 29% for SNDK last quarter. That made me very uneasy.<< Todd, I am wondering whether these numbers present an accurate picture. Market Guide provides the following. For SNDK the 9/99 period showed revenue of $67,534 an increase of 110% over the prior year's quarter revenue of $32,078. The 29% you refer to is the Sequential increase over the 6/99 quarter. In the case of SSTI revenue for the 9/99 quarter came in at $35,147 an increase of 94% over the $18,139 recorded in the prior year. Their sequential increase was in fact 52% but from the look of things that was just one quarter. Let me explain. SSTI reported revenue of $23 million during each quarter of 1996. In the quarter ending 6/99 they again reported $23 million in revenue. During every quarter in 1997 and 1998 they reported less than $23 million (ranging from $16 to $20 million). For the 9/99 quarter revenue shot up to $35 million and I have not checked into the reason. Perhaps they will keep climbing from here but their revenue record over the past 4 years is actually dismal. These are the anual numbers 1996 - 93 mil 1997 - 75 mil 1998 - 69 mil 1999 - 76 mil (3 quarters) SNDK, on the other hand has increased revenues each year. While both companies had about the same revenue in 1996, SNDK is about double SSTI now. 1996 - 97 mil 1997 - 125 1998 - 135 1999 - 164 (3 quarters) StockHawk