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


To: Esvida who wrote (75)10/24/1997 1:50:00 PM
From: Patrice Gigahurtz  Read Replies (1) | Respond to of 216
 
Wow! From $1 1/2 to $5ish, thats sweet !

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To: Esvida who wrote (75)10/24/1997 4:21:00 PM
From: Stewart Elliot  Read Replies (1) | Respond to of 216
 
I would like to know what TRUV's gross margins are, and whether it safe to assume that the company can grow revenues in the near future without significantly increasing the company's overhead.

What I would like to do is estimate what level of profits that can be expected on increased revenues. So, for example, if TRUV generates 12MM in revenues during 4Q, will this translate into 1.9MM * .5 in additional profits, or $950,000 (7-8 cents a share). Such a result would produce 10-11 cents for the quarter, and drive the stock up to $7 to $9 a share (IMO).

On the other hand, if the company is trying to go after growth by ramping up S & M, any potential profits could be swallowed up by the required investment. This might be better for the long haul, but may keep truv's stock price down for the immediate future.

So, questions like: Do they plan to increase hiring in the near future? In what areas? What are their plans for increasing their S&M efforts? What is their gross margin, and do they expect this number to go up or down?

Other questions I'd like to know include:

Did they go into the current quarter with any backlog? What are they doing to improve their current cash position? (eg, are planning any borrowings or secondaries?)