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Technology Stocks : ARCC
ARCC 19.88-1.4%Jan 30 3:59 PM EST
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To: RobertSheldon who wrote (68)10/2/2000 3:36:58 PM
From: akmike  Read Replies (1) of 83
 
I listened to the cc this morning. This was my first exposure to Crawford and Dosier and I was pleased with their apparent capability. I like the new plan and feel that they are taking the correct approach. By utilizing more free optics and DSL they will have a much better ROI and also be able to maintain a better pricing dialogue with customers. If they can execute on the sales and marketing as they have on the construction plan we will have a big winner. Positive free cash flow by mid-2003 is a nice bogey to have in front of them to excel. It appears that there is good leadership here.
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