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Technology Stocks : p-com (pcms)
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To: JakeStraw who wrote (1442)10/28/2000 2:45:56 PM
From: Elmer Flugum  Read Replies (1) of 1461
 
JS,

I was not impressed with the presentation (CC).

In the introduction, the new CFO said that Point to Mult-ipoint revenues for Q3 were 3.1 million, but when questioned later by an analyst he stated they were 10 million.

The presentation was jumpy and un-professionally done. It made me want to question what they projected for the next two quarters.

Aside from that, I remain optimistic on this technology and P-Com's ability to profit by it.

Len
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