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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13092)9/26/2001 5:25:31 PM
From: Bob Rudd   of 78683
 
Added to IVX today @19.35. Upbeat CC indicated that the shipping problem referred to in thier PR has A)Been resolved & B) Recieved too much emphasis vs the big picture which remains bright. They indicated a revenue rate higher than that which Merrill based it's estimate on. on the negative side, they're not providing firm guidance for 01 ro 02 and Merrill kept a neutral after the CC...perhaps out of embarrassment. IVX CB owns a ton of it and they bought back shares during the dip.
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