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To: jbershad who wrote (164)10/27/1998 11:27:00 PM
From: PuddleGlum
   of 261
 
My, I just wish I'd have bought the stock instead of call options yesterday. And then I wish I would've bought this morning when the ask was 14 1/4, and again and again and again after that.

Yeah, seems undervalued at 17. If you figure 35% growth rate on reduced '99 estimates of, say $1.25, you still come up with a price target next year of $44. But is my 35% growth estimate a bit high? What do you think is sustainable?

pg

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To: PuddleGlum who wrote (165)10/28/1998 1:15:00 AM
From: advinfo
   of 261
 
But is my 35% growth estimate a bit high? What do you think is sustainable?

That's right in the range the company stated during the CC.
They said there was potential for a surprise.

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To: advinfo who wrote (166)10/28/1998 4:54:00 AM
From: sgacos
   of 261
 
Hello,

We have published a free research report on SAVLY available for download at

cantorstern.com

Thank you for your kind attention.

sgacos @ Cantor Stern

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To: jbershad who wrote (164)10/28/1998 10:17:00 AM
From: Wan Sing Kong
   of 261
 
You're right. They're right on target. But have you noticed that it's the first sequential quarter they have negative growth! Saville's business has no cycle and do you smell fishy about it! There is a report written on Saville. If interested, you can go to check it out. cantorstern.com

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To: Wan Sing Kong who wrote (168)10/28/1998 12:08:00 PM
From: advinfo
   of 261
 
I sold today @ 17 3/16. Nothing against SAVLY, just locking
in a 7 point gain with the naz looking like it may put
in a double top. Bouncing off of the 1760's was a little
spooky and I'm taking a defensive stance. I'll be back in
when the time is right.

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To: advinfo who wrote (169)11/3/1998 12:30:00 AM
From: jbershad
   of 261
 
Think I should sell at 19 or 20?

Jerry

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To: jbershad who wrote (170)1/5/1999 12:38:00 PM
From: HG
   of 261
 
Anybody still alive on this thread or has it been laid to rest?

HG

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To: HG who wrote (171)1/5/1999 8:56:00 PM
From: Tom West
   of 261
 
HG;

I'm not sure how alive it is! I have been doing some DD recently on SAVLY and may go long soon. Fundamentals look interesting, chart looks good and telecom is coming back.

What are your thoughts?

Tom


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To: Tom West who wrote (172)1/6/1999 12:53:00 AM
From: HG
   of 261
 
Tom,

I decided to make SAVLY one of my picks for the 1st qtr of 1999. I bought in on Dec 28 at 18 1/4. Several things drew me to this stock the most notable was its' depressed price. Down from a high of $58.

But beyond that I considered the following
1. On Dec 23 Lehman Bros. started SAVLY at a Buy.
2. 9 brokers now rate SAVLY a strong or moderate Buy.
3. Revenue for 1996 53.9 million. 1997 107 million. 1998 through 3 qtrs 123 million.
4. Trailing 12 months profit 10.87%
5. ROE 17.81
6. ROA 13.59
7. Long term debt .01

The second qtr of 1998 was a disaster from a profit standpoint. But it must be recognized that SAVLY took a 18.8 million writeoff for R&D and that should not be recurring.

All in All SAVLY looked like an attractive play to me for the 1st Qtr of this year. I will long term hold SAVLY if I think the growth is there after that.

I found this thread after I purchased but also found that it was basically deserted. I had hoped that there were still some around so that we could share thoughts.

Obviously I find SAVLY attractive at these prices and I've listed some, not all, of my reasons. And I could be wrong.

Stay in touch if you decide to play this one.

Regards,

HG


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To: HG who wrote (173)1/6/1999 3:14:00 PM
From: Tom West
   of 261
 
HG;

Looks strong this afternoon. Glad I went long this morning.

Thanks again for your input.

Tom

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