Emile,
Thanks for your posts of late. You've really stuck to your guns.
ASND at 31 and change. Okay, let's say 30 and change by end of day. It looks a lot to me like the quarter's results were built into the stock price. It took since August to do it, but it is almost as if someone methodically, step-by-step, brought the stock price down to what the quarter called for. Maybe not the last 4 cents worth but, pretty much, it now appears to have been built in, doesn't it?
Damn. The big players sure know their stuff, or sure had a lot of help from someone in the know to get ASND to where it is now.
The question now is not what bad news lurks around the corner, but rather how much ASND can grow from here. For the long term investor, is it worth 30 now and will it be worth more two quarters to a year from now. How much will that NTT/UUNET cushion translate into a power rally down the line? How much will rectification of the MAX TNT s/w problem (it runs smooth now, according to PSINET, the 3rd largest ISP), translate into a ramping up of sales? How many delayed purchases are pending in Europe?
Gary Korn
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