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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (1249)	6/29/1998 4:11:00 PM
From: HeyRainier	Respond to of 1720

[ PERLF ] biz.yahoo.com Wow, Perle kicked butt this quarter. I'll be at the conference call. Notes later. Rainier

To: Scott H. Davis who wrote (1249)	6/29/1998 5:26:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 1720

[ Perle Systems ] Hi Scott, The conference call just ended, and I've got about 3 pages of notes to sift through and organize. I'll post the details later after I finish; On a quick note, the company is looking to grow sales (finally), by about 8-9% for the year, versus flat the year ago period (this year); I think it's this revenue growth that can finally cause the multiple expansion for PERLF. Earnings were expected to come in at US$0.06 according to Zacks and Baseline, but it came in at US$0.12, hence the "butt-kicking" quarter I referred to. Management continues to be forthright and honest; the tone was good, and the conference call was well received. More products are on the way, and if you remember the recent craze about VPN (see the Shiva acquisition?), guess who's got plans soon for this market. Regards, Rainier