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Technology Stocks : APSG - Applied Signal -- Ignore unavailable to you. Want to Upgrade?

To: Christopher Brainard who wrote (821)	7/9/1998 7:28:00 PM
From: Mark	Respond to of 884

Christopher, My thoughts are a matter of record earlier on the thread (at - Message 4393087 ) I reckoned that $1.07 for the current year should be possible, and that the revenue growth is around 17%, so earnings should be growing by at least this rate. This would make $1.25 for '99. As for the current quarter, well it's difficult to predict. I'd say that as long as we do $26m in revs, then > 24c should be possible. This would take us to 9month figs of $78m & >77c, which would leave us needing <30c for Q4 (for $1.07). My two uncertainties are whether there's any further earnings dilution to come from the new accounting standards on number of shares, and whether margins are actually higher than anticipated due to a higher proportion of labour contracts vs. equipment. In this last respect, it is possible that they will get to the 24c and 30c EPS numbers on lower than expected revenues. This may or may not be perceived positively. Mark p.s. I placed a buy yesterday at $12.50, but didn't get any more !