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

To: Scott H. Davis who wrote (255)	1/27/1998 10:47:00 AM
From: coopie	Respond to of 765

No problem - do you think the company would pre-announce if they were only a penny or two above estimates? Could be some fun in early Feb. Good Luck.

To: Scott H. Davis who wrote (255)	1/27/1998 5:34:00 PM
From: Scott H. Davis	Read Replies (2) \| Respond to of 765

I've probably been dismissed as a flagrant hypster by now. Should have posted more of the objective rationalle for my exitement. I did a spreadsheet on revenues, EPS and outstanding shares last 5 qtrs, then graphed. Based on this & my reading of the recent pre-release, I believe .37 is likely. Since measures such as PE, PSR, etc. are based on last 4 qtrs, I re-did PE & Price/Sales, replacing a qtr 4 96 (.17) with qtr4 97 (.37) Assuming today's price, EQNX PE would drop from 22.2 to 17.2, and PSR from 2.47 to 2.27. 2.27, while > than the 2.00 threashold some value investors screen for, considering that: the profit margin after qtr4 will probably be at least 13, that year over year quarterly comparisons should continue to be great for at least qtrs 1&2, coupled with a fairly bullish chart, I can say fairly objectively that the prospects of continued EPS and share price growth is good, and the downside is somewhat limited by the outstanding fundimentals. IMHO, Scott