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Technology Stocks : PERI (Periphonics) -- Ignore unavailable to you. Want to Upgrade?

To: g.w. barnard who wrote (1262)	7/9/1998 7:44:00 PM
From: Peter Stier	Read Replies (1) \| Respond to of 1682

I also am concerned about the run down in advance of earnings release next week, but added to my position today nonetheless. This quarter is traditionally one of their strongest and although their Asian sales are probably weak, I belive previously announced European orders/alliances will show strong growth and the continued diversification to the U.S. customer base will add something. Don't know if we'll get 14 % bottom line growth year over year. What does that translate into top line % increase ? + 20 % with all that new O/H ? Didn't see a lot of announcements of new orders like last Q. However, now trading at 12 times future earnings and I think PERI will beat .78 in FY 99. Risk on the downside here is 8. Yahoo just posted a quarterly of what 0.15 ?? And it trading at 156 ?? I'll take a turned around PERI any day !! If nothing else, we've got to be a buy out candidate at 16.