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Technology Stocks : Equinox Systems (EQNX) -- Ignore unavailable to you. Want to Upgrade?


To: jkb who wrote (243)1/14/1998 12:50:00 PM
From: Scott H. Davis  Respond to of 765
 
Digi, Emulex come immediately to mind (Digi especially) and probably 3Com. The link that follows is of some value, but in this case is probably overly broad. Hope his helps, Scott

To All: Glad management is sensitive to good news, hope this is not just a short lived pop, since people doing FA screens will not see the effect of the QTR for a while.

excite.elogic.com



To: jkb who wrote (243)1/14/1998 3:33:00 PM
From: Scott H. Davis  Read Replies (2) | Respond to of 765
 
I REALLY, REALLY like the revenue & EPS progression I'm seeing

qtr Dec 97 Sept 97 June 97 Mar 97 Dec 96
revenue 8.16 7.26 6.6 6.4 6.0
EPS (something nice) .30 .23 .19 .17

We're seing a synargistic effect of expanding margins & share buy back

qtr3 report had 9 months EPS of .71. Release today said several cents
above analyst estimates of 1.04 for the year. Several cents > (1.04 - .71)
= a minimum of .35.

Looking mighty good. Scott