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Strategies & Market Trends : Steve's Channelling Thread
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To: gancho who wrote (4002)8/2/2000 9:46:30 PM
From: Zeev Hed  Read Replies (1) of 30051
 
Look at the time stamps, I posted at 11:20 and then at 12:45, from 11:30 I had a long conference call. Did you hear the CC? Is your impression that everything is dandy and fine? That is exactly what the CC is for. Tells you about huge capacity, maybe in 2001, but does not explain why 18 months after the capacity was supposed to be there, it is still not there and why the backlog is not increasing and why they are still burning ever increasing amounts of cash every quarter. In this case, sticking with Larry's approach, what is in writing in SEC filed documents is the best "guidance", so far that guidance is the only one that actually came through.

Zeev
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