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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 674.96+0.9%Nov 25 4:00 PM EST

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To: Johnny Canuck who wrote (27804)8/29/2000 3:58:54 PM
From: Logain Ablar   of 68292
 
Harry:

I'm hoping CMNT will purchase WSTL on a share for share basis. Of course this is just my wild dream. Don't pinch me though.

Hey what was that reporter smoking when he wrote WIND had a history of not disappointing. Is he a May 2000 grad. Someone should point him back to 1999.

Anyway I expect WIND to disappoint. Not in revenue growth but earnings can be tough to hit (er loss factoring in all the charges, taxes, etc.) and DSO's (this was getting out of hand last quarter and mgmt. blamed it on intergration / acquisition issues) and other items (maybe margins).

I like the company but sometimes history has a way of repeating itself (I mean where is the reporter coming from <gg>). Now management was pretty good last quarter in managing the street to not raise their earnings forecast even though they were guiding analyst to raise revenue.

Tim
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