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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Sergio H who wrote (3084)9/19/2003 2:00:16 PM
From: Ken W  Read Replies (4) of 23958
 
Sergio

ACO is kicking into high gear. Yeehhhaaa amigo!

CDIC did just what I was afraid it would do, in the short term. The company did not expect to be able to continue gross margins in the high 70%, Mr. Perry warned about that a couple of Q's ago. What is bugging me the most is that last Q they sold 198 units. This Q 199, but compare the growth to last year. Since the market tends to be short sighted this is not a good way to try and cover a less than stellar Q.

The R&D is a given due to the development of Phillips, but once again, people see something that is nearly a year away while burning money on the expense. Common sense says that you can't get to a new product without spending some money...LOL I guess it is supposed to just pop out of the air.

There will be some nice trading ops in the meantime.

Ken
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