A.I.M Users Group Bulletin Board Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : A.I.M Users Group Bulletin Board

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: RFH who wrote (7914)	7/8/1999 3:26:00 PM
From: JZGalt	of 18931

Robert, Y2k rebound was too early for the IT industry. Settle down for a long hot summer month period where the industry basis, has one final panic and then figures out there are very few companies that can install the systems needed post-y2k. The eps number looked to be a pretty big miss for the quarter. Not good especially after the big cut 3-4 months ago. Now you have people wondering what other bad thing might happen. Remember CHRZ dropped off my screen? They are not only cutting eps estimates they are cutting the growth estimates. Ugly. I had the same thing happen with ORB. They screwed up and took the eps hit early so the books would be cleaner in the fall. Got whacked and it has been dead money. Today they announced $600 million in new orders for the first half of 1999 and the street yawns. WIND is another one I own hit by both eps drops, and eps growth target readjustments. ---- Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next