Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: Christopher Brainard who wrote (531)	3/25/1998 11:09:00 AM
From: Anaxagoras	Read Replies (1) of 640

Hi Chris. FWIW, I'm super bearish on BOCI and have been considering a short position, so I'd like a bull to talk me out of this. :-) You observed that <<Fundamentally we are two quarters ahead of any good earnings news. >> I agree, and the company has explicitly said that about this coming quarter at least. yet you might be taken to be suggesting that three quarters away things might perk up a bit. Are you expecting sails of the set-top boxes to kick in at that time? The modems to finally clear out? What? I'd appreciate any of your bullish thoughts; likewise to any others on the thread. Anaxagoras

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