Hi George, I visited Bell's web-site, looked at their investor's page, latest news page, etc. Doesn't appear to be much going on. Just another of hundreds of ISP's out there.
I lost a lot of money here awhile back (not crying- who didn't). I'm still out, however, looking at both MTIC and BXH for possible entry. (If it involves any skill at timing, I'm cooked, of course.)
I have a position with ATLPA (DLT tape libraries, etc.), however, waiting to see if EMC or who ever is sizing them up for take over. The chart says (to me) that there's more going on than good earnings.
Think we might see BXH even cheaper? It's never been below 9. Fear of the unknown might drive it lower. All we know for sure is that they aren't doing any better than .08 in a Q. Everything else is "forward-looking".
I get an uneasy feeling that if the BELL news release is the best they can do, they're shooting blanks. But, obviously, that's pure speculation. But wouldn't you like to have seen that piece say that they were providing fibre channel to Bell, setting up their patented "FibreBox", etc., etc. And if they did indeed begin installing fibre channel at a good rate beginning in March, why haven't they mentioned some specifics? I don't know, just seems like something's still not right.
Again, just guessing and wondering out loud.
Greg |