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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Jeffery E. Forrest who wrote (7196)	10/21/1997 4:56:00 PM
From: RLM	Read Replies (1) \| Respond to of 22053

Where was support ?

To: Jeffery E. Forrest who wrote (7196)	10/21/1997 6:05:00 PM
From: Christopher White	Read Replies (1) \| Respond to of 22053

Jeffrey, You and me both. I have a feeling it will go lower before it goes higher. Fundamentally, nothing has changed with the company - COMS is trading margins for market share - a strategy which will pay rich dividends down the road. Christopher

To: Jeffery E. Forrest who wrote (7196)	10/21/1997 8:37:00 PM
From: Moonray	Respond to of 22053

Netscape 3rd-Qtr Earnings Rise 53% on Strong Sales Mountain View, California, Oct. 21 (Bloomberg) - Netscape Communications Corp. said third-quarter earnings soared 53 percent, slightly more than expected, on strong sales of its corporate software products. The Internet software maker's net income rose to $11.7 million, or 13 cents a share, from $7.66 million, or 9 cents, year earlier. Per-share earnings beat the 12-cent average estimate from 16 analysts surveyed by IBES International Inc. Netscape said its two primary products for the corporate market, Communicator and SuiteSpot, continue to be adopted by major corporate and institutional customers. The company competes against Microsoft Corp. and International Business Machines Corp., which dominate that area. Advertising on its Web site also boosted Netscape's revenue. ''Revenue was very good,'' said James Preissler, an analyst at PaineWebber. ''They have a compelling product set. They just need to have the services and support to back that up.'' Revenue rose 50 percent to $150.1 million from $100.0 million. Netscape's product revenue rose 28 percent to $107.3 million from $83.8 million a year ago. Service revenue more than doubled to $42.7 million from $16.3 million. ''The key thing to look at is what proportion was browser sales,'' Preissler said. ''And also how much was from advertising?'' Business Segment Sales The company said sales from its client software -- the software for computers attached to a network, which include the Navigator browser -- accounted for 38 percent of total revenue. Sales from Netscape's server products, which store information on a network, was 34 percent of total revenue, while professional services accounted for 28 percent of the company's total revenue. The company said it earned more than $27 million from its Web site, which accounted for almost two-thirds of its services revenue. The Mountain View, California-based company said it increased the number of employees in its services organization to 165 at the end of the third quarter from 103 at the end of 1996. Netscape's shares rose 9/16 to 39 13/16. The company disclosed its earnings after the close of U.S. trading. o~~~ O

To: Jeffery E. Forrest who wrote (7196)	10/21/1997 9:00:00 PM
From: David Lawrence	Read Replies (2) \| Respond to of 22053

Oh, Jeffy!, The King of ECM hath spoken! Did ya leap, or you still looking? This is my 2nd largest holding right behind COMS. Remember... he who hesitates is, lost, er, last, er, whatever. <g> SCI Systems (SCI) 49 3/8 +2 3/8: electronic products designer and manufacturer for the computer, aerospace, defense, telecommunication, medical, and entertainment industries posts a fiscal 1Q fully diluted net of $0.53 a share, six cents better than the First Call estimate, vs year-ago net of $0.38 a share; sales rose 22.5% to $1.74 bln..... Or, another look... HUNTSVILLE, Ala., Oct. 21 /PRNewswire/ -- SCI Systems, Inc. (NYSE:SCI) announced today record consolidated operating results for the first quarter of its fiscal year 1998. Sales for the first quarter were $1.74 billion compared to $1.42 billion for the same period a year earlier, an increase of 22.7%. Net income grew 45.4% to $36.4 million from $25.0 million in the same period of fiscal 1997. Earnings per share for the first quarter of fiscal 1998 were $0.59 on a primary basis and $0.53 on a fully diluted basis. That compared to $0.42 on a primary basis and $0.38 on a fully diluted basis for the first quarter of the previous year. The rate of growth in earnings per share for the quarter was 39.5% above the prior year's first quarter. After-tax return on average shareholders' equity rose to 23.8% in the first quarter of fiscal 1998, compared to 20.6% for the same quarter of fiscal 1997. Order backlog at September 28, 1997 was $3.15 billion compared with $2.80 billion a year earlier. Headquartered in Huntsville, Alabama, SCI Systems, Inc. is a diversified electronics manufacturer whose products and systems are supplied to a variety of aerospace, commercial and industrial customers. SCI is the world's largest provider of electronics manufacturing services. Its over 23,000 employees presently operate twenty-four facilities in ten countries. The information set forth herein is based on historical data. To the extent that this release includes forward-looking statements, such statements involve uncertainty and risk, and actual results could differ materially from those reflected in such forward-looking statements. Life is good. <g>