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Technology Stocks : Red Brick Systems

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To: Sam Citron who wrote (246)4/23/1998 10:24:00 AM
From: J L Segal  Read Replies (2) of 304
 
Read the posts on this thread back through the last 2 earnings reports. REDB had pretty good relations with the analysts until they
totally confused everyone after the 4th Quarter report. Analysts don't like inconsistency. Basically what happened is that the (new) CFO poured ice cold water on the CEO's very bullish future outlook.
Why? That seems to be the big Q. Archer, on this board, has made some very good observations. He was on both of the conference calls.
I have my own ideas, but I don't want to (possibly) add any more speculation to this stock.

IMO, REDB will do very well longer term. Endorsements from Co's such as AOL & Amazon.com (who obviously have enormous data warehousing needs) can only help REDB capture more "high profile" customers.

JL
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