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Technology Stocks : Intersolv News

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To: PCSS who wrote (843)	5/27/1998 11:40:00 AM
From: Arrow Hd.	Read Replies (1) of 1069

PCSS, do you know when they report and the status of the conference call such as time and call-in number? To do 70 cents they need 28 cents for this quarter if my memory serves me well. If so, they were originally speaking about 35 cents though now there are some write-offs too. But from all that I have heard I dont think there should be a problem with 28 cents. I think what we have is broad downdraft in technology. Much of what I follow is down. Some of it a lot more than ISLI. There is just no catalyst or upside momentum and whatever sellers come forward get burned. There is just a lot of bearish sentiment in general. Concerning ISLI, my biggest worry is that they ruin a good report with a lousy conference call especially if they focus on this quarter's expense line. If you remember, there are a number of partnering deals starting up this quarter which means increased cost/expense to get them on-line with the revenue benefits being out a few quarters. Good for the long term but could impact this quarter's numbers. That could cause any pop to stall and reverse itself. So I think we need to listen closely to the conference call for any hints about what is currently going on. Thanks,

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