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Technology Stocks : Aeroflex (ARX) -- Ignore unavailable to you. Want to Upgrade?

To: Alan Newman who wrote (335)	10/28/1997 8:43:00 PM
From: Kerry Lee	Respond to of 586

I have not listened to the conference call yet. The replay starts at 8:30 PM EST and runs until Friday 12 PM EST. In response to your question about earnings, I have heard that Q2 and Q4 are seasonally the strongest quarters. Since I have not heard the Call yet, you may have better info than me. Regarding PE, perhaps you should try to find other public companies in Aeroflex's markets and see what their relative valuation is, especially on a PSR basis. Good luck.

To: Alan Newman who wrote (335)	10/30/1997 10:06:00 AM
From: Alan Newman	Read Replies (1) \| Respond to of 586

From Zacks: ARX: Major Broker has reiterated estimate for fiscal year ending 06/99 of $0.60 on 10/29/97 ARX: Major Broker has reiterated estimate for quarter ending 03/98 of $0.10 on 10/29/97 ARX: Major Broker increased estimate for fiscal year ending 06/98 from $0.42 to $0.44 on 10/29/97 ARX: Major Broker increased estimate for quarter ending 06/98 from $0.17 to $0.18 on 10/29/97 ARX: Major Broker increased estimate for quarter ending 12/97 from $0.08 to $0.09 on 10/29/97 I guess the "Major Broker" was impressed with last quarter's results! Alan