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Technology Stocks : Applix is back in action -- Ignore unavailable to you. Want to Upgrade?

To: DAMY who wrote (2220)	6/17/1998 9:31:00 PM
From: Doug (Htfd,CT)	Read Replies (2) \| Respond to of 3014

Earnings consensus is for a rise to 29 cents for year end 12/98, and the same next year (http://biz.yahoo.com/z/a/a/aplx.html). At a recent $4/share, that's a forward PE of 12. For a software stock with a specialty in Java and a float under 6 million shares. Analysts expect 35% earnings growth over the next five years. Book value is about $3/share and APLX has about $2/share in cash, according to the profile at biz.yahoo.com Insider sales (http://biz.yahoo.com/t/a/aplx.html) seem unremarkable. For this quarter, the analysts expect a nickel. Maybe eight cents next quarter. So, its a value play on a Rt. 128 software company which also happens to be on George Gilder's short list of emergent technology companies (http://www.gildertech.com) Doug (long APLX)