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Gold/Mining/Energy : Jetform-FORM -- Ignore unavailable to you. Want to Upgrade?

To: 4finger who wrote (258)	3/30/1998 5:00:00 PM
From: Andrew Q. Viet	Read Replies (1) \| Respond to of 530

Here is the estimates from Zacks: Fiscal Year .......................1stQ....2ndQ.....3rdQ....4thQ.........Year ...........1999.......0.16E....0.20E....0.23E....0.26E......0.82E ...........1998........0.04.....0.08.....0.12.....0.17E.....0.40E Zacks has 5 year growth rate for FORMF @ 39%. If FORMF can meet the consensus estimates for 2 consecutive quarters( I think they will at least do that), assume a reasonable trailing pe of 40-45, then we have the average price around 22.5. Without hype, I think formf has the fundamentals to support the prices of around 22-26 within 6 months. By the way, ZACKS has a hold rating on formf. Long term good, short term I'd be cautious. The price may go up again tomorrow due to window dressing.

To: 4finger who wrote (258)	3/31/1998 12:03:00 PM
From: rd	Read Replies (2) \| Respond to of 530

Hi! I do not believe the outstanding issue will have major effect on Jetforms' share-price, because Goldman Sachs (and other institutional) will be happy to get some new material for their customers. Of course negative EPS-effect remain; but in which quality? First thought: there are around 16.5 mio outstanding shares. The issue of -lets say- another 1.6 mio will have a ~10% effect; it's not a major impact on a company continously growing 70% per anno. Remember, third quarter surprise-factor was 10%. Second thought, the higher the share price, the more cash Jetform will receive and should make it possible to further accelerate reduction of Delrina-liabilities and interest payings. Rainer PS: when and where did Kelly mentioned $200-target for 2000?