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Technology Stocks : Microdyne (MCDY) -- Ignore unavailable to you. Want to Upgrade?

To: Ralph LaSardo who wrote (327)	12/11/1997 1:02:00 PM
From: David A. Stern	Read Replies (1) \| Respond to of 414

Who's buying today? Very down market, but MCDY is up! Regards, David

To: Ralph LaSardo who wrote (327)	1/21/1998 9:24:00 PM
From: Ralph LaSardo	Read Replies (1) \| Respond to of 414

Earnings appear to me to be, not exceptional, when compared to last quarter. I expected that the network aggreement adding 3cents, to the earnings would have resulted in a 20% increase alone, with increases in aero or outsourcing additive to that..It didn't happen; not that .16 is a bad number. Certainly if the company can do 16cents a quarter they should have a multiple greater than the 10+, which they currently have. I think we will see stock appreciation in the near term. However, I am not sure what the multiple should be for the mixed business that MCDY is in. If anyone has info on similar competitors P/E, please share. My opinion has not changed; without a significant quarter over quarter increase in earnings, or a major revenue announcement, I believe the stock will be range bound.