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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Amigo Mike who wrote (8035)	8/23/1998 8:07:00 PM
From: Sergio H	Respond to of 29382

Mike, the story on CMP is that it's a turnaround in progress and therefore earnings are very important. The CEO is a turnaround specialist and it looks like he's done his job. That's the short version. The other stock is harder to explain. The stock is selling for around 7 right now and the Co. is claiming that the stock will be offered at 14 soon....after they get their Nasdaq listing. I think that market efficiencies would have closed the gap if this were true. Maybe I'm missing something on APCC. Thanks for taking a look. My interest is purely for education on these two stocks right now Sergio

To: Amigo Mike who wrote (8035)	8/23/1998 10:41:00 PM
From: JoeinIowa	Read Replies (1) \| Respond to of 29382

Amigo Mike - CMP I can give you some basis for my estimate of the coming quarter for CMP. If you look at the last three quarters this is what you have: Sales **** 1Q - 10.8 * 2Q - 11.7 3Q - 11.8 Earnings * -.25 ****** .20 ***** .27 Profit margin * n/a *** * 6.0% ***** 8.5% For the fourth quarter I am estimating a 15% increase in sales with some new contracts they signed about 5 months ago. I am hoping to see another improvement of PM to 10% which gives about .42/share for this quarter. We hope they report this week. Volume has actually been up the last several weeks. It has a small float so 20K is a lot of shares. Your right about the trading pattern. It has been very poor. Any questions please let me know. Jose PS - I also brought AAPC here and I would like to see someone make money on it. I just do not understand how one day they are a $60M cap company and the next they are a $280M?