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Technology Stocks : Spectrian Co. (SPCT) -- Ignore unavailable to you. Want to Upgrade?

To: Stephen Carfax who wrote (522)	10/24/1997 10:06:00 AM
From: tcd	Respond to of 738

Here's the downgrade: biz.yahoo.com tcd

To: Stephen Carfax who wrote (522)	10/24/1997 10:35:00 AM
From: Jay Malde	Read Replies (3) \| Respond to of 738

That explains the drop. But it's still too steep, unless the street is worried that it could be a bigger drop than 10%. If we believe the SPCT management, the company should have revenues of about 42.5 million (average) the next two quarters. (For 1st half, revenues were 45.3 + 48.2 = 93.5). 10% off of that is 84.5. Now what EPS can we expect with that # given a 30% margin? It's still above 50 cents per quarter, right? So, we'll have EPS for the year at/above 2.25. Is this stock a buy at 27? I think so. Jay.