Teletek (TLTK): Relaxed and Holding Message Board

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Technology Stocks : Teletek (TLTK): Relaxed and Holding

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To: David Luckie who wrote (2089)	9/12/1996 3:14:00 PM
From: Roger Brown	of 3645

Hey David... Hope it doesn't affect the bottom line more than the normal percentage of ~8%...but if I'm set up for $.00 than anything greater is fine.... Before this, I always thought restructuring hurt the bottom line during that specific Q; howver, it obviously is intended to help to Co. in subsequent Qs... However, we say it...it has been one thing after another.... At least after the 59% dilution from 12/31 to 6/30 and a setback in revenues...we are still 121% above 12/31's $2.20... Doesn't look like we can really go any lower....Holding out for 10/25's numbers...if those don't hit $27 million my position will most likely be repositioned (not all, of course)... You should go take a peek at Plaintree.com (LANPF)...same market cap as TLTK and have gone through a year of restructuring...last Q had a smaller loss and higher margin products are coming out... (and have already come out).... I really hope that we can get a copy on EDGAR on the 30th...Mayer said they were directly linked.... Did you see how this forum was mentioned in WSJ today....talked mostly about the negatives....but man...internet has definitely helped to level the playing field for people like us.... Talk to ya later...Roger Finance is starting to pay off (only 2 weeks into it though)!!!

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