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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (1654)	4/13/1999 10:16:00 AM
From: Dave Gore	Respond to of 108040

KL, thought you and you readers might find this post interesting... (from the MRPS thread).... PS- MM's spreading out the B/A to slow down buying right now after news To: +Brian K. Caudill (5283 ) From: +Joe-MA Tuesday, Apr 13 1999 9:18AM ET Reply # of 5308 Here is how i would figure the bottom line to MRPS based on this contract alone. >>Microphonics is guaranteed 3500 111RCK units over 24 months beginning June 1, 1999. The units are delivered and invoiced at the rate of 146 units per month. This contract brings Microphonics in excess of 5 million dollars in 24 months at the rate of over $211 thousand per month.<<<< These monies, in my understanding are "gross profit" numbers AFTER cost of product = $1,445. per unit sold as gross profit. On a yearly basis that's $2,532,000 – estimated 50% internal overhand and expenses/ taxes = $1,266,000 = .12 cents a share on a yearly basis. Given the .27 cents a share figured previously ( althougha good case can be made that it is .35 cents) on what was mentioned in last release (and assuming 6 months delivery for 1999) we get +.06 cents added to .27 = .33 cents for 1999. Again, the above is not counting (since we dont have figures), NASCAR, Army Corp of Engin., Delco, or most of what is possible from GM plants, nor future contracts, yet undisclosed. So, extremely conservatively, we are over .33 cents per share for 1999 x a very conservative 15 PE = $5.00!!!!!! share value minimum. Joe-MA

To: Kimberly Lee who wrote (1654)	4/13/1999 10:17:00 AM
From: SteelerStu	Respond to of 108040

WIRL double this morning -- crossed market at 4

To: Kimberly Lee who wrote (1654)	4/13/1999 10:38:00 AM
From: Andrew G.	Respond to of 108040

Alert: INFO is hot 6 7/16 + 1 7/16 vol 1.1m Market cap only $59M; possibly the lowest mcap of major web portals. (for how long?) 20 Million page views/month "-the reach of the Infonautics Network places it in the top 75 web properties on the Internet--ahead of such popular sites as Priceline (Nasdaq: PCLN - news), CBS MarketWatch (Nasdaq: MKTW - news), Dow Jones Interactive (NYSE: DJ - news), E*Trade (Nasdaq:EGRP - news), and The New York Times (NYSE:NYT - news). " biz.yahoo.com Infonautics is well known among investors for it's company sleuth reports. I see a possible quad in a month with more news.