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Technology Stocks : ODS - Optical Data Systems (NASDAQ: ODSI)
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To: van wang who wrote (56)6/11/1997 5:26:00 PM
From: Arrow Hd.   of 258
 
In my post #45 I commented about the backlog roll. If I recall, in
the first quarter ODSI quietly slipped out that the backlog rolled
again and there was some earnings downside potential which brought
the stock down to the 12 level from up around 18. Though I have not
followed ODSI too closely I believe it recovered during May to around
16 and change. Now it is backing off again with second quarter
worries in general throughout networking and the concern about a July
downdraft. I have not seen anything negative from the company but I
have not looked hard either. There was the potential to put together
a good quarter but the technology business in general has had some
problems this quarter so who knows how this fallout has affected ODSI.
If I recall, IR was fairly candid when pressed.
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