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   Technology StocksAnalysis & Technology, Inc. (AATI)


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To: Thomas J Engelsma who wrote (1)6/5/1997 1:44:00 PM
From: Thomas J Engelsma
   of 27
 
More major trading on this one, 100k followed by two 40k trades
near the 16 mark.

The Jamba product is an internet Java aid through AimTech
Company is mainly involved in training programs for it's
customers.

Interest is growing, any others with info, please join in.

Later, TOM
(second buy today -- getting more than my feet wet)

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To: Thomas J Engelsma who wrote ()7/1/1997 6:47:00 PM
From: Thomas J Engelsma
   of 27
 
continuation of the income stream biz.yahoo.com

but more important is this new income stream
biz.yahoo.com

This maybe why management believes that they are undervalued.

News releases were late in day -- and trading is back to average at about 15k/day.

Watching this one closely
Later, TOM

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To: Thomas J Engelsma who wrote (3)7/12/1997 1:44:00 AM
From: Thomas J Engelsma
   of 27
 
Get your eyes on this one !

AATI: ANALYSIS & TECH is expected to report earnings for
its fiscal quarter ending 06/97 on 07/25/97. The Zacks
consensus estimate of earnings per share for AATI's 06/97
quarter is $N/A.

At 17 now, starting to creep.

Later, TOM

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To: Thomas J Engelsma who wrote (4)7/20/1997 9:52:00 PM
From: Steve Smith
   of 27
 
Hi Tom,

I came across this thread per chance. This company sounds interesting with a book value of $17. Good luck.

steve

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To: Steve Smith who wrote (5)7/20/1997 10:37:00 PM
From: Thomas J Engelsma
   of 27
 
Steve,

More good behind the scenes than just the book value.

- Dividend (annual)
- LOW price sales ratio -- (very low for software firms)
- Very little long term debt
- Large back log as most contracts are 5 year (400+ mill I believe)
- Management buyback of shares

-- negative is the illiquidity because of low float, large spreads
as with MFAC expect a series of splits to get the no. of shares
in the 8 mill range and fund interest.

Later, TOM

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To: Thomas J Engelsma who wrote (6)7/20/1997 11:57:00 PM
From: Steve Smith
   of 27
 
Tom,

Where did you get the information that AATI has a backlong for 400 million+ in contracts? Seems like a steal at this price.

thanks,

steve

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To: Steve Smith who wrote (7)7/21/1997 1:13:00 AM
From: Thomas J Engelsma
   of 27
 
Steve,

This is from the May 6th company press release (earnings)

"Analysis & Technology's contractual backlog at the end of fiscal 1997 was $481 million, an increase of 5% from backlog of $459 million at the close of fiscal 1996."

But don't take this as one year backlog, most contracts are of a
5 year nature. (so look at it as a firm 96 mill annual back log for
five years -- with an additional 50+mill sales.)

Later, TOM

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To: Steve Smith who wrote (7)7/24/1997 8:07:00 AM
From: Thomas J Engelsma
   of 27
 
Earnings out today:

For the Quarter Ended
June 30,
1997 1996
(unaudited) (unaudited)
Revenue $37,450 $32,488
Operating earnings 1,843 1,497
Earnings before income taxes 1,612 1,355
Net earnings $ 916 $ 793
Earnings per common and common
equivalent share $ 0.38 $ 0.33
Weighted average shares and
common equivalent shares
outstanding during the
period $ 2,370 $ 2,422

Backlog at 487million

PSR calcs have this one now valued at $63 per share (no growth)
EPS calcs have this one now valued at $27 per share (no growth)

Plan on some movement today or soon.
Heads Up.

Later, TOM

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To: Steve Smith who wrote (7)9/2/1997 1:45:00 PM
From: Thomas J Engelsma
   of 27
 
Movement is continuing. Still interested in this one?

have some research links up for them at
opertech.com
opertech.com

Later, TOM

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To: Thomas J Engelsma who wrote (10)9/4/1997 2:05:00 PM
From: Thomas J Engelsma
   of 27
 
Another release of 14mill more sales today.

Very interesting that this one is moving up slow enough
to not attract attention.
Is the management buy-back complete yet ?

Later, TOM

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