J. Saf scooped on BAT . . . see post 4505.
Of course, his information is provable and not a guess, but I can overlook that.
I wish I'd had a better chance to hear all the conference call nuances, but those of you with young kids might understand my problem.
Nothing in the call dissuades me that IDX isn't a very good long term investment. Especially the part about increasing margins because of disappearing competition. The worst part, of course, was the eventually elicited information that the Oracle tie in has been bobbled so far. But when we see all the big money items coming on board later in this fiscal year -- Sylvan, some Oracle, two INS deals, more Conavi bank installations, maybe even Japan contract -- we'll see the stock really start to move.
David
PS -- Uh, Brad, about your promise that IDX is a $200 stock? Could you put that in writing with your signature or bio-ID? Just in case I need to have the guarantee made good. |
