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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (17129)	10/17/1998 3:43:00 PM
From: Pirate	Read Replies (1) \| Respond to of 120523

Eqnx - a serious "value play"? Here's why (I believe)... -Trading at low PE of 10, most others in group at 16+. -Trading close to 52 week low of $6.75 (presently $8.375), 52 week high was $18. -Has been inching up in anticipation of earnings over past two weeks. -Was hammered down last Q due to a small shortfall from an OEM order slipping from Q2 to Q3. -$14M in cash, no debt. -Heavy Institution ownership and insider ownership. -CEO still holds most of his stock - has sold very little into the market even though stock price has climbed. -Dgii (Digi International) is closest competitor and is trading at a PE of 16 - Eqnx is ahead of them in management, focus, product and technology. -A great Q3 is expected, with rumors of another major OEM deal already signed. -No exposure to Asia, very little to L.A. or Europe -New products being released which puts them into a new market altogether with much higher average PEs (Remote Access, NT Networking, Terminal Servers, etc) -Ripe for possible takeover, or logically may expand through acquisitions Is this what this group might call a value play or market gem?

To: Jeff Jordan who wrote (17129)	10/17/1998 4:23:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Jeff your software picks.. Jeff check next weeks newsletter and you will see my choices. Some of yours are there and there are additions from ohter sectors that should provide together with your picks good opportunities this week. ADSK AMSY INPR CBR BOBJY CSIM SEG CHRZ IFMX SOFT HWP CGIX FILE VIAS IMSI DOCSF INTS HRBC TSRI THQI GTIS AKLM UIS VRTY SYMC NTPA SDRC ADSK AMSY I owned this and I think it reported BOBJY reports on 29th.. We're talking her about 3 digit growth CHRZ reports the 20th.. Most likely to surprise THQI reports the 23rd.. another good candidate UIS already reported. The top 5 made it to my lists as well. CGIX out October 28th..another good one SOFT very low volume unfamiliar with that one INPR earnings out on 21st. IMSI earnings out October 26 had a bad day on Friday -26% DOCSF october 23 Careful here it is not expected to have a good quarter INTS.. another very good one 'A BUY rating was maintained with an expected long-term growth rate of 25%. The 1998 and 1999 EPS estimates were $0.52 and $0.70. The search for a new CEO has gone on longer than expected and the Asian markets have slowed growth in the second quarter. However, sales remained solid and the market for embedded systems development tools appears to be growing rapidly.' This could see a gain on earnings.. I don't have the date. GTIS.. year after its debut, the original Deer Hunter is still one of the nation's top-selling PC games. It spawned a new genre of popular, low-priced software, and currently tops the charts along with two other hunting titles, Rocky Mountain Trophy Hunter and Cabela's Big Game Hunter. The genre's runaway popularity has perplexed traditional gaming fans, who crave fast action and state-of-the-art graphics. HRBC.. october 23... good chance here as well.. its estimates have been revised downwards and it's been called a strong buy- Janney Montgomery Scott on 12-Aug-98 SDRC on my database as well October 20 reporting. I like it and it could have a good spring.. the only problem Jeff I have is that some of these are extremely low priced and the dates they report are so important for other companies that can give more assured profits. The top five are on my earnings plays list and by Sunday I'll be adding a few more that came up. SYMC.. pretty good one AKLM>.. here Jeff you have a winner; Earnings were upgraded by 1 cent last week, a good sign.. consensus analsyt estimate up down 2.25, 2.07, 1.93 1.75, (the lower the number is to 1 closer is to strong buy)'' VRTY... one of my favorite. This one we are talking bout 3 figure growht From your list I like CHRZ, VRTY, AKLM, BOBJY,INTS VRTS Viasoft Posts $0.37 1Q Loss After Charges vs. $0.20 EPS Just give some others like MACR, HNCS, a chance as well.. a company like MMWW ranks #1 in the computer services sector out of 115..

To: Jeff Jordan who wrote (17129)	10/17/1998 9:04:00 PM
From: TWICK	Read Replies (1) \| Respond to of 120523

Jeff, SOFT reported on Sept 28 - Softech Inc. Posts 1Q EPS $0.10 vs. $0.07; Revs. Up 106%. Low volume but loyal following. Needs a few good news releases so it can attract more interest. Great choice though long term. TWICK

To: Jeff Jordan who wrote (17129)	10/17/1998 11:45:00 PM
From: Kenneth R Miller	Respond to of 120523

I Hope this list has some that you are looking for: Current Q Year Ago Company QTR Estimate Actual Ticker Monday Ascend Q3 0.31 0.20 ASND GTE Q3 0.84 0.79 GTE McDonald's(A) Q3 0.69 0.63 MCD Warner-Lambert Q3 0.34 0.24 WLA Tuesday Chase Manhattan (B) Q3 0.77 1.13 CMB Duke Energy Q3 1.10 0.94 DUK EMC (C) Q3 0.36 0.25 EMC Morgan (J.P.) Q3 0.81 1.96 JPM Sprint Q3 0.45 0.49 FON Kroger Q3 0.44 0.37 KR Philip Morris (D) Q3 0.83 0.76 MO Microsoft (E) Q1 0.49 0.36 MSFT Raytheon Q3 0.86 0.89 RTNB Texas Instruments (F) Q3 0.28 0.60 TXN Wednesday Allstate (G) Q3 0.74 0.69 ALL AMR Q3 2.32 1.78 AMR Bell Atlantic (H) Q3 0.68 0.62 BEL Burlington Resource (I) Q3 0.04 0.37 BR DuPont (EI) De Nemours (J) Q3 0.66 0.85 DD Halliburton Q3 0.42 0.47 HAL Lilly (Eli) (K) Q3 0.51 0.40 LLY US Airways Group (L) Q3 1.43 1.14 U United Technologies (M) Q3 1.36 1.18 UTX Exxon (N) Q3 0.56 0.73 XON Thursday Atlantic-Richfield (O) Q3 0.18 1.57 ARC Boeing Q3 0.27 -0.67 BA Dow Chemical (P) Q3 1.31 1.82 DOW Lucent (Q) Q4 0.39 0.29 LU Procter & Gamble Q1 0.77 0.73 PG Sears, Roebuck (R) Q3 0.75 0.76 S Tyco International (S) Q4 0.55 0.37 TYC MCI Worldcom (T) Q3 0.21 0.07 WCOM Friday Amazon.com Q3 -0.57 -0.18 AMZN Nokia Q3 0.67 0.52 NOKA (A) = (MCD) SEP97Q Restated from 0.64 downward for FASB128 acct change. (B) = (CMB) SEP97Q Excludes 0.10 restructuring charge. (C) = (EMC) SEP97Q Restated from 0.26 downward for FASB128 acct change. (D) = (MO) SEP97Q Restated from 0.78 downward for FASB128 acct change. (D) = (MO) SEP97Q Excludes 0.20 litigation charge. (E) = (MSFT) SEP97Q Excludes 0.22 acquisition charge. (F) = (TXN) SEP97Q Excludes 7.36 asset sale gain. (G) = (ALL) SEP97Q Excludes 0.51 realized investment gain. (H) = (BEL) SEP97Q Restated from 1.25 downward for FASB128 acct change. (H) = (BEL) SEP97Q Excludes 1.35 acquisition expense. (I) = (BR) SEP97Q Restated from 0.47 downward for pooling acquisition. (J) = (DD) SEP97Q Restated from 0.86 downward for FASB128 acct change. (J) = (DD) SEP97Q Excludes 0.02 acquisition expense. (K) = (LLY) SEP97Q Restated from 0.41 downward for FASB128 acct change. (L) = (U) SEP97Q Excludes 0.68 asset sale gain. (M) = (UTX) SEP97Q Restated from 1.16 downward for FASB128 acct change. (N) = (XON) SEP97Q Restated from 0.74 downward for FASB128 acct change. (O) = (ARC) SEP97Q Excludes 0.26 asset sale gain. (P) = (DOW) SEP97Q Restated from 1.85 downward for FASB128 acct change. (Q) = (LU) SEP97Q Excludes 1.49 acquisition expense. (R) = (S) SEP97Q Excludes 0.13 misc. gain. (S) = (TYC) SEP97Q Restated from 0.41 downward for pooling acquisition. (T) = (WCOM) SEP97Q Restated from 0.12 downward for pooling acquisition. ( 10/16/98 7:49 AM