| To: Thomas J Engelsma who wrote () | 6/4/1997 2:59:00 AM | | From: Thomas J Engelsma | | | |
Very excessive volume today, 117K shares -- normal day is
10-20K shares. (Management buyback? -- but usually it's
spread out)
Their 'JAMBA' product I see is endorsed by Microsoft, and
digging on AT&T connection.
Have my toes in the water on this one, looks more than interesting.
Normally not a short term trader, but this appears to be a 3-4 month
doubler with little downside risk -- ( crossing two qtrs / earnings
reports ) Time will tell.
Later, TOM |
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| To: Thomas J Engelsma who wrote (1) | 6/5/1997 1:44:00 PM | | From: Thomas J Engelsma | | | |
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 (3) | 7/12/1997 1:44:00 AM | | From: Thomas J Engelsma | | | |
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: Steve Smith who wrote (5) | 7/20/1997 10:37:00 PM | | From: Thomas J Engelsma | | | |
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: Steve Smith who wrote (7) | 7/21/1997 1:13:00 AM | | From: Thomas J Engelsma | | | |
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 | | | |
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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