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Non-Tech : RECY Looking Good... A -- Ignore unavailable to you. Want to Upgrade?


To: James Strauss who wrote (4021)2/11/1998 10:57:00 AM
From: Zeus549  Read Replies (1) | Respond to of 7006
 
Jim,what's the hoopla over the increased revenue since any one who follows this stock knows that with the acquisitions the revenue can just about be figured within a few percentage points. Revenue is not going to drive this stock upwards, EPS is the only answer that ultimately matters to investors.I'm very interested to hear what they will have to say during the conference call (but won't be able to monitor myself, but am sure you will give us a full report). If the acquistions and the last two quarters are a guiding light, I wouldn't expect that next quarters report is going to be a whole lot different. I'm assuming that they will close the Mindis deal and that it will generate extra charges etc. as have the past acquisitions. Revenue will increase of course but EPS will still be close to nil. Any compelling reasons to assess this any differently for now?



To: James Strauss who wrote (4021)2/11/1998 11:11:00 AM
From: D J Katich  Read Replies (1) | Respond to of 7006
 
Recy is looking good to me.

We have a very strong base at $5.00, I don't believe she will fall below that. Remember after the Growth conference in Nov. Recy did a pop to the $8.00 range. Perhaps, the Red Chip conference will have the same effect -- it can only help. Just my thoughts, and I'm still holdin' on to my shares.

DK