Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: jsabelko who wrote (1414)	1/22/1998 3:52:00 PM
From: David Aegis	Read Replies (1) \| Respond to of 2946

Joby, management said they were all in the < (less than) 12 month backlog. As a double-check, I computed 45 last q + 14 new - 15 shipped = 44 units in current <12 month backlog. The math works! The six units slated to go to Dong Bu were taken out of backlog entirely, both <12 month and >12 month. Wall Street says "Show me." If a big order shows up mid quarter or in the March commentary, the stock should take off. If not, downside is probably back to $17 per share, which is rough book value and where the stock bottomed out in the summer of 1996. --David