Dear David - since we've never heard from the co, we may as well shoot the messenger <just jesting - VBG>! Seriously, with the small cap and NAZ running in the last few days, BVSI should at least stir alittle. Of course, it may be fair to anticipate some good #s coming from the last Q, considering it had a one time gain of $35MM from the sale of the division. I wonder if the mony from AT&T got booked to last Q or this Q. I hope that it got pushed to this Q, since WS is so intended to see forward p/e.
OOH, I am happy the stk has stopped falling; OTOH, 9ish isn't something we should celebrate. It lags behind all the indices. More, considering its recovery prior Q release, I think the only thing holding it back is a clear explanation as to why the co chooses to give the store (10% of it anyway) to AT&T for a piece of biz. Well, it is not a small piece of biz, to be sure, considering the size of BVSI; however, if it is dishing off 10% of the co with no premium at all, at least it can secure a larger piece of the biz in return.
We should keep this board going, until Crush get some answer from BVSI, so thank you Dave
rgds B |
