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Technology Stocks : Williams Communications Group - WCG
WCG 349.92+1.4%Jan 23 4:00 PM EST

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To: samoyed who wrote (479)6/28/2000 8:48:00 AM
From: GHowe  Read Replies (2) of 609
 
Samoyed,

I couldn't agree more. PR/IR is critical, particularly as one's financial model is in a state of flux. Companies can be forgiven for pushing out EBITDA positive results in light of heavy demand or whatever ("spin" is critical here), but everyone should be given a fair "heads up." What was interesting was that a sell side analyst made the bold statement just a couple of days before yesterday's announcement that the company would become EBITDA positive in Q300. Oops.

I am sticking with WCG, and I also bought on the dip yesterday. They will report on 7/27, and I do not believe that there will be any more bad news between now and then. After that I believe that they will try like heck to drive the share price higher before the secondary. Hopefully, they can get all the analysts on the same page with their estimates, and that the new estimate guidance can easily be beaten over the next couple of quarters and years. That may be a lot to hope for, but I think that Howard and Scott Schubert are probably smart enough to figure that out.

G Howe
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