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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3487)	7/6/1999 7:27:00 PM
From: Len	Read Replies (3) of 54805

LindyBill, It looks pretty bad in the short run. I guess NEON is projecting a loss instead of anticipated earnings of around .12. The good news is that revenues more than doubled over Q2 '98 and loss was due to infrastructure buildout and some anticipated sales did not close. After hours trading has the stock at about $20. I have a big loss if I sell. But, NEON is acting like an Inet. Revenue is growing and profits are delayed while the infrastructure is built. I am tempted to sell but will not because there is no evidence that this will not be a long term winner. Thoughts?? Len

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