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

To: Thomas Tam who wrote (22578)	4/12/2000 2:48:00 AM
From: chaz	Respond to of 54805

Here's some more meat for the pie. Multex has six analyst recommendations on GMST...and all six rate it a strong buy...#1, 1 being the highest you can get on a scale of 5. GMST's FY ended March 31, so we should know soon if the earning forecast for the fourth is too low...$.11 last year, estimate $.12 this year. Seems low to me. If Thompson sold 1,500,000 in four quarters last year, and 500,000 in their first quarter of this year, that's a 37.5% increase (average) from just this one customer. Missing info in this: The per unit revenue from Thompson to GMST times the historical net% at GMST divided by the shares should equal what the Thompson increase means to GMST's bottom line. Anybody know that number? Chaz