CNQR - Concur Technologies Message Board

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Technology Stocks : CNQR - Concur Technologies

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To: Richard Tai who wrote (245)	1/20/2000 5:53:00 PM
From: TH	Read Replies (1) of 374

Richard, You were right, they did get cheaper. Not nearly as cheap as I feared, but cheaper just the same. I disagree a bit about the pipe dream. They have a chance to make it happen, and the recurring revs from ASP is a positive. Its just that the management has very little skill when dealing with the street and close to zero regard for the retail shareholders. This earnings shortfall was not discovered last week. They knew about this in December. If you listen to what he says about the cycle and revs he probably knew well before then. They could learn to make gold from coal before I trust SS again. He could have warned or at least provided accurate guidance to the street. With a skilled leadership they could have spun this different and prevented the wild swings in the share price. I can't disagree about sticking with the winners. Thinking the same thing myself. I just wish their market caps were not higher than the GDP of a small country. Good Luck Thurston

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