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Technology Stocks : ATC Communications ATCT -- Ignore unavailable to you. Want to Upgrade?

To: SR/WA who wrote (2555)	5/17/1998 12:54:00 PM
From: Northern Marlin	Read Replies (1) \| Respond to of 2636

Some thoughts after listening to the conference call twice and reading the 10-Q that was filed on Friday: Gross margin rose again for the second quarter in a row. COO Allen said more than once that margins will continue to improve during the 6/30/98 quarter. I will not be surprised if gross margin is better than 26% when results are reported again in September. Revenues for the 6/30/98 quarter will beat those of the 6/30/97 quarter. This will be the first qtr vs qtr gain since 3/31/97. ATCT continues to lower SG&A expenses. The company will have positive EBITDA, and there is a very real possibility of a profit for the 6/30/98 quarter. Even though there will not be any quarterly results reported until late September there will be news events. Probably before the S-4 is publicly filed there will be an announcement of a lease being signed for a new call center. Then, the S-4 will be filed. Then, the share- holders will vote, and the results will be announced. If the merger closes as planned in July then we will have a new CEO, and who knows how press releases will be handled then? All in all, I liked what I heard on the call. I continue to hold my position, including the shares I bought at the end of 1997. Phil PS. I'd love to read comments from the thread.