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Technology Stocks : Intermagnetics (IMG) -- Ignore unavailable to you. Want to Upgrade?


To: Mark Shaw who wrote (2526)3/19/1998 12:24:00 PM
From: Steven Seefeldt  Respond to of 3448
 
Thanks Mark!



To: Mark Shaw who wrote (2526)3/19/1998 12:30:00 PM
From: Gerald Thomas  Respond to of 3448
 
Mark...
That may be the silver lining to all of this...

Depending on what you use as base numbers for the third quarter
(I was using 21-22 million.)and this is why it would have been nice for them to seperate out the numbers...

Did GE enter the numbers yet?

If base revenues were 21-22 million then they probably did not...

If base revenues were lower nearer to 20 million then there would
have been room for Frigc in Australia and GE...

If they did not figure on the third quarter then GE's numbers could be an add on to the fourth quarter...

And MAY be a couple of million...

The CERN announcement will probably be an emotional reaction
because if they get it it is pretty sizable...

But GE's numbers in 4th plus ANYTHING they do with Frigc could keep this on the map...

By the way from the year 2040 file an analyst just put numbers for next year at I believe .75...
Ther are now 2 numbers ...will double check...



To: Mark Shaw who wrote (2526)3/20/1998 8:34:00 PM
From: Gerald Thomas  Read Replies (1) | Respond to of 3448
 
After 3 years of holding the stock...I have started trading the stock...
I'm back in and think it will probably make at least a couple of trips to 14 by the end of the summer...

.40 for the year is gone ... .30 is questionable...
Probably closer to .27
That is still better than .20 last year...

I think the Frigc question will keep people looking at the stock and
any marketing they do will draw attention to it (let's hope they go easy on marketing costs)

I think they are getting their act together
Sales are deffinately better...

If they do get the CERN order I believe that would be for next year but still is a big chunk of revenue (between 10-20 million)

I too am frustrated that when asked about a National distributor for Frigc they gave that answer about too early in the season...

They said they have "learned lessons from Australia" but then would not tell sales from Australia...

Sumitomo ,if I remember correctly, was said from the call to be replenishing in a month or 2...and Pennzoil will have to buy probably in the quarter...

I keep feeling they are getting better...
but not fast enough.