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Pastimes : G&K Investing for Curmudgeons

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To: m2ranger who wrote (6287)	9/17/2000 10:30:43 AM
From: unclewest	Read Replies (1) of 22706

not yet... allr is either set up beautifully for a huge run or there is a hidden surprise...friday the stock hit 16 just as an analyst gave it a $125 price target...a week or 2 ago it got an $80 price target...i am holding for more info. i do have a call and e-mail in to the company...waiting for a response. i will sell if i see a problem..add if i don't. only thing i have read is that some are concerned about what may be back loading of this quarter's revs....which means more than the normal number of deals need to close in the final few weeks to make the numbers...i don't expect the numbers to be +150% each and every quarter...so i hold...and expect to for at least a few quarters or until i see a problem. efnt...similar scenario...now that SBC's regulatory approval has been completed i expect revs to continue to pick up over the next few quarters. not sure the present 1200% growth rate can be sustained but neither is that necessary imo. these are not gorillas...they are rapidly growing companies within rapidly growing markets. i expect efnt to be good for about a 1 1/2- 2 year run on the dsl build-out... allr...is a boom or bust...still looks like a boom right now imo. i expect the earnings releases and conference calls will tell us all we need to know.

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