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Technology Stocks : USRX

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To: IngotWeTrust who wrote (8492)1/20/1997 9:37:00 AM
From: Janice Shell   of 18024
 
Ole--

Could be interesting. Did you see ROK's earnings? 2 cents above estimate. Will this help or hurt the Robot? As for MSFT, not surprising that it's off pre-open, but I'm not sure that'll hold: it's also had its estimates increased by Robby Stephens and Cowen.

And did you see ZITL's earnings? Ouch! Much anguish over on the ZITL thread, I don't doubt, at least among the longs. True enough, what ZITL earned (or rather, failed to earn) this quarter has nothing to do with MatriDigm, but these were really awesomely poopy. The perception now may be that even if MD starts to make buckets, ZITL's problems will be a drag. And ZITL's the company one buys, and they've only got a 35% stake in MD. Damn. Thought of buying puts when I sold my calls Friday. Shoulda done it.

Janice
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