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Technology Stocks : p-com (pcms)
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To: JakeStraw who wrote (1161)10/28/1999 6:53:00 PM
From: Rob Preuss  Read Replies (1) of 1461
 
I missed the conference call, and
I was told that its not available
for replay. But I picked up this
summary off the yahoo thread:

> Listened to part of CC. I`m a new investor
> in the company so I`m not that familiar with
> the historical flow of the stock.
>
> IMHO-
> Negatives: Still haven`t got the PR out on the quarters
> earnings to the wires. Shows lack of professionalism.
> What`s worse, they didn`t break down earnings to exclude
> extraordinary charges until someone asked them to, and even
> then they didn`t state it in earnings per share. Don`t
> these guys know how to speak the street`s language?
>
> Positives: Haven`t done calculations, but if EPS (.15) is
> correct then met expectations and beat whisper numbers.
> -clearly reviewed all recent contracts and showed good
> potential for sales in Japan and China ("has potential to
> be bigger than anything is company`s history")
> -Winstar looking good, ramp 4th quarter, then major rollout
> beginning Q1 although no hard numbers yet.
> -Have not lost Nextlink bid as Gilder stated, CEO
> personally visited Nextlink(Nextel?) management last week
> and they are still evaluating, they are sending a team to
> personally test PCMS equipment next week.
> -Seemed to rule out the possibility of issuing any kind of
> secondary to raise money to meet financial obligations for
> next quarter. They have several good leads now with Winstar
> contract to raise sufficient capital.

I'm still looking for the press release but it hasn't hit
the wires yet. I understand that analysts were expecting
a per-share loss of $0.16 and the company reported a per-
share loss of $0.15 (excluding non-recurring charges).
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