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Technology Stocks : MITEL (MLT)

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To: David R who wrote (1432)5/4/2000 7:12:00 AM
From: Guaranteed  Read Replies (1) of 1730
 
It is a given that the numbers will nicely exceed expectations . For the stock to jump , we will need a few other things ;

i. semi sales - the order book is packed , but are we bumping against capacity restraints ? If so ,Mitel has to demonstate how both the top and bottom line can improve .

ii.BCS - Mitel has to demonstrate growth potential - flat is not good enough , when the rest of the industry is doing 30 to 40% .

The numbers will take care of themselves . Mandy has to take care of the above - I am absolut Guaranteed that he already has, and it will be meticulously laid out in the Fri call .

THE TRAIN LEAVES AT 9:30 SHARP FROM OTTAWA STATION -IT WILL BE HEADING A LONG WAY NORTH .THE BAR CAR IS ALREADY FULLY BOOKED.
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