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Technology Stocks : Brock International (NASDAQ: BROC, the forgotten stock)
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To: Roger A. Babb who wrote (693)10/9/1997 9:23:00 PM
From: hasbeen101   of 928
 
Roger,

I notice on Zack's that the consensus expectation for FY98 earnings is MINUS ten cents a share. I wonder how long it is since the company has briefed the analysts. Surely if the analysts spoke with Brock's management today, they would be advised that -10 is way below what management are expecting.

Also, a quick look at Siebel's web site shows me that they are more heavily into self-promotion than Brock is. All of their stuff about industry leadership has a very positive vibe to it. Do you think that Brock might stake a claim on leading the SFA industry once it starts to establish consistent positive earnings?

To put it another way, the new management are delivering the steak (we believe!) The share price might respond favourably if they also start delivering more sizzle, don't you think?
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