Network Connection , Inc. (TNCX) Message Board

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Technology Stocks : Network Connection , Inc. (TNCX)

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To: Don Hand who wrote (237)	3/16/1998 12:59:00 PM
From: Nimbus	Read Replies (1) of 330

CC was a no-op ... but I bought more on the dip (always do) I was one of the few getting decent under $4 fills .... nicely up afterwards too. I think they didn't want a killer 4Q as it would be tough to top a year from now. These small guys need to try to balance out q-q results like larger caps do in order to maintain momentum. The financing is small, but the choice they made on it seems questionable. On balance I think they are significantly ahead of CCUR as they have done many diverse installs and have REAL experience, a hurdle CCUR has yet to tackle, though for CCUR this won't be a risk .. just steals time. I like TNCX's end-to-end solutions, where CCUR needs an integrator to be successful, and I like TNCX's focus on education. I don't know about Allen Systems ....sorry.

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