SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Quarterdeck: Making a Striking Comeback!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: adam hefian who wrote (2988)6/23/1998 10:15:00 PM
From: Jesse Livermore  Read Replies (1) of 3307
 
Adam, good to hear from you old boy. You have been the most accurate prognosticator of QDEK price action in the two years I have been on SI. I guess the ends justify the means, Adam. And, although your analysis was generally a bunch of cus words, you are the winner thus far.

However, being the master of unbridled optimism and qdekaholic #1 and although listing badly and taking on more water than a New York City street crowd with a wrench and a hydrant in July, it ain't over till it's over.

I have straws to grasp at only. They are:

1. We ended last quarter with 22 1/2M cash. I can't believe Curt burnt through it. Even with a 10M net quarter he should have more than 15M left.
2. Even at 3/4 the extra dilution is not that much for the remaining unconverted 12% this affects to July 1. If we rally some into July back to >$1 we will survive with 70M outstanding.
3. The layoffs may or may not hurt the price. The news is sufficiently leaked to have already been factored in the price. If it is announced July 29 with earnings and a vote of confidence in Curt supported by good early July sales signals as Win98 shoppers hit the aisles we may have weathered the hurricane.
4. There is no #4.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News