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Technology Stocks : ZOMX - Zomax, Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Papillon who wrote (90)2/12/1998 4:12:00 PM
From: Alan Newman  Read Replies (3) | Respond to of 322
 
I scan the IBD earnings reports for sales and earnings growth.

I like to see >70% sales growth, and then I start my investigation.

I looked at ZOMX's Balance Sheet and liked the high Book Value,
and low "Goodwill". I liked their low PE relative to their growth
rate. I liked their just announcing the accretive acquisition.

I like the industry- even with higher bandwidth networks coming,
I still think we'll need CDs. I think they are can leverage
the outsourcing trend.

I liked their relatively low price.

I liked their high RS and EPS ranks in IBD.

That's all I can think of right now.

Alan