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Technology Stocks : EAII-Engineering Animation -- Ignore unavailable to you. Want to Upgrade?

To: FILFOTO who wrote (54)	7/2/1998 1:06:00 PM
From: stockman_scott	Respond to of 98

FILFOTO: Great to hear from you. It is nice to see some activity on this EAII thread. EAII is one of my top 3 positions in both of my accounts and I plan to hold my shares for many years. Do you post on the Yahoo Finance EAII discussion board? It seems to be a busy place. Have a great weekend. -Scott

To: FILFOTO who wrote (54)	8/29/1998 8:03:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 98

Some thoughts on EAII: I have been in this stock for quite some time and bought from the high 30s on up to the high 60s. Long Term this stock will outperform most alternatives. I will admit that recently I have reduced my exposure to all my higher risk small cap tech stocks (like CMGI and EAII). I transitioned into more DELL shares. In the near-term large cap high tech stocks may perform better. Yet, I still have a lot of EAII shares and it continues to be my #2 position overall. I may start buying more EAII as soon as next week. EAII's fundamentals are intact and the stock is now available at an incredible price. IMO, EAII could easily be re-testing new highs before the end of this calander year. Here are some insights from the latest Piper Jaffray Report that I just picked up. {It is dated Aug. 25th}: "EAII is still an aggressive strong buy" // Estimates maintained. "Going forward EAI is putting on the operational pressure to motivate the vendors to pay up, translating in a potential decline in DSO's." For interactive and software projects EAI bills customers upon project completion. Revenue is recognized on a % of project completion basis. "We believe the combination of the VSA & Transom acquisitions should be earnings neutral in the current and coming quarter, turning positive in the first part of 1999." The keys to EAII's visibility going forward: closing new contracts, delivering on already announced contracts, signing new interactive development contracts, and maintenance. *CONCLUSION: "Given the recent pull-back in shares of EAII, we are maintaining our STRONG BUY rating with a $67 price target based on 45 times our calendar 1999 estimate of a $1.50." -------------------------------------------------------------- There are many good reasons to continue to support EAII. This stock should stabilize very soon and I plan to buy more shares in the next week. IMO, EAII will recover faster than many other small high tech firms with less potential. EAII is a unique pioneer with great growth characteristics. Does anyone have new thoughts on their EAII investments?? Comments would be welcome. Enjoy the weekend. -Scott