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Technology Stocks : POMEROY COMPUTER RESOURCES - PMRY -- Ignore unavailable to you. Want to Upgrade?


To: Tom Latham who wrote (31)2/2/1998 6:01:00 PM
From: raggs smith  Read Replies (1) | Respond to of 48
 
Tom;I don't believe that 4th qtr. earnings are going to be all that informative as to any impact from the Columbia/HCA contract loss. I am thinking we will get a much clearier picture from Qtrs.1&2 98.Remember this is a company that has been growing @ 40%plus per year with expanding margins.Even assuming they are unable to pick up much from the decentalized ordering from the individual hospitals means they will only grow 25%-30% per year. I'm more concerned with margins for the next 2-4 qtrs.

Anyone have any other thoughts.?

Jim