SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: Phillip Kelly who wrote (23631)9/29/1998 12:41:00 PM
From: Bald Man from Mars  Read Replies (1) | Respond to of 31646
 
only if the earnings come through ...
I think there is also the fear that earnings will drop off
after year 2000 ...



To: Phillip Kelly who wrote (23631)9/29/1998 4:22:00 PM
From: Bald Man from Mars  Read Replies (1) | Respond to of 31646
 
The dude who bought it a week ago on the 22nd at 6-7/8,
just suffered a 30% haircut with the close today of 4-3/4 ...



To: Phillip Kelly who wrote (23631)9/29/1998 5:17:00 PM
From: RAVEL  Read Replies (2) | Respond to of 31646
 
Here are my estimates: mostly done by using headcount assumptions, billing rates, and utilization at $4.75/share
FY1Q99--------2Q----3Q------4Q-----1Q00----2Q-----3Q-----4Q

REV 20.5-------27.5---41-----47.5-----55-----59-----39-----33.5

EPS** .11-------.18----.31-----.40-----.51----.47----.14-----.14

PE* 39.5-----14.3---7.5----4.75-----3.39---2.81----3.13----3.77

*PE is trailing 12 months.
** EPS numbers are all positive. Dashes were inserted for formatting purposes
My obvious concern is the dropoff post 2000. Visibility is getting much better though.

I hear Jenkins is in New York for a number of purposes including meeting with buysiders, sell-siders and new business prospects.

RAVEL