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To: Pink Minion who wrote (1118)4/2/2002 9:14:31 AM
From: robert b furman
   of 6947
 
Hi Semi,

My bet this pushout of a large military order (which carries the best margins)is a strategic ploy to be in the black 1 quarter earlier than past guidance which referenced the second half.

Nice to know satellite sales are so strong they can pick up the slack on a pushout and not hurt past guidance.

Very few companies have had growing demand for their products throughout this slow down.Sales growth has been impressive.

R&D has delayed the profitability of this firm for the last 4-5 quarters.Running in the black, with their annualized sales rates,will no doubt create a multiple expansion.

Setting up to become profitable by a quarter ,earlier than previous guidance, is THE SINGLE BEST IDEA in enhancing stock holder value.<VBG>

Bob

P.S. Sector - how big was the reduction in the Asian Nav Trac Order that was being delivered this first Half?? I'm running off memory here (always dangerous) but do I recall your estimate of 1.9 Million?? guessing

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To: Sector Investor who wrote (1119)4/2/2002 9:19:06 AM
From: robert b furman
   of 6947
 
Hi Sector,

What was your estimate of the Asian military order that would've been shipped this quarter?

I wonder/suspect that is the order being delayed?

Thanks as usual.


Bob

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To: robert b furman who wrote (1120)4/2/2002 9:22:11 AM
From: Sector Investor
   of 6947
 
<<P.S. Sector - how big was the reduction in the Asian Nav Trac Order that was being delivered this first Half?? I'm running off memory here (always dangerous) but do I recall your estimate of 1.9 Million?? guessing >>

According to the 10K and my additional research, they have $3.5 million of that order to take in Q1 and Q2. Previously, I figured half was in Q1, but if it slipped, then all of it will be in Q2.

Also, I saw a $73K Tacom order for the Saudis that was supposed to ship by 3/31, was delayed because it had no shipping address. The address was finally supplied late last week. Unless they rushed that through into Q1 (why?), that $73K moves into the first week of Q2. I think you are right and Q2 will be in the black.

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To: Sector Investor who wrote (1122)4/2/2002 9:38:51 AM
From: robert b furman
   of 6947
 
Hi Sector,

Thanks for your reply.

So that gives us a basic 14-15 million Q2???

Bob

Beginning to get very exciting.

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To: robert b furman who wrote (1123)4/2/2002 9:43:53 AM
From: Sector Investor
   of 6947
 
No Bob, I don't think so. I think that is still all in their $7 million Q2 backlog - except possibly for that $73K.

Q2 can be black with the minimum $11 million they need to meet their reiterated guidelines. With $12 million, they would earn several cents. We just have to wait and see.

But yes, this return to black is what we have been waiting for, and it looks like it will happen in the current quarter.

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To: Sector Investor who wrote (1124)4/2/2002 9:45:47 AM
From: robert b furman
   of 6947
 
Sector !!!

Of all the wonderfully researched posts you've contributed on this thread.

THAT IS THE VERY BEST !!!

Thanks Bob

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To: robert b furman who wrote (1125)4/9/2002 3:17:06 PM
From: robert b furman
   of 6947
 
Hi Sector - Don't you just LOVE IT - WHEN A PLAN COMES TOGETHER !!!

yyyeeeeeehhhaaawwww !!!!!!

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To: robert b furman who wrote (1126)4/10/2002 12:44:58 PM
From: Carol M. Morse
   of 6947
 
I'm in at 6.31...wish I coulda got more, but no more cash at the moment. But I can't complain.
Back to lurking,
CMM

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To: Carol M. Morse who wrote (1127)4/10/2002 1:34:07 PM
From: robert b furman
   of 6947
 
Hi Carol,

Nice entry !!!

Some big funds bought in with millions at 6.50.

There is very little supply and demand is picjing up - you'll like this little winner.

Be sure to post! - this thread has a bunch of ole men on it.

Bob

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To: robert b furman who wrote (1128)4/15/2002 12:56:02 PM
From: Carol M. Morse
   of 6947
 
Thanks for the welcome, I got lucky on the price, just happened to be paying attention at the right moment without having a senior moment. I've been a lurker here for about a year....will try to contribute but youse guys find the good stuff before I do. I haven't been using the computer as much as before, went back to my day job to make money. Not nearly as much fun!
Back to lurking,
CMM

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