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Technology Stocks : Command Systems, Inc. (CMND)
CMND 2.685-1.1%9:38 AM EST
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To: Nanda who wrote (1432)9/23/1998 3:39:00 PM
From: Big Dog  Read Replies (2) of 1956
 
Dear Nanda: I know the CMND story. That's not what I'm talking about. I'm talking earnings surprises or disappointments. I have followed PTUS as closely (if not more closely) than CMND for awhile. I know former employees with continuing ties at the firm and talk to the company frequently. Everything, and I mean everything, seemed fine. PTUS has continuously reported new contracts. And still, PTUS could not bring the revenues down to the bottomline. Today's disappointment was a total surprise to me. PTUS was in a significant hiring mode.

Now compare the PTUS situation with the other Y2K stocks, which Jeff Mitchell made mention of on the general Y2K thread. None of these companies are showing earnings.

Now we get to CMND. Look at its latest 10Q, it indicated that earnings were flat last quarter, in part, because it was not pursuing the higher margin Y2K business. Now, I assume that strategy is continuing. It's hard to know during this silence period.

All I'm saying is that we are not getting any guidance from CMND management. The only thing that we've been able to draw an inference from is the company's hiring. But, PTUS also has been in an hiring mode. That "sign" obviously is not a good indicator.

The only reason I'm being cautionary is the PTUS implosion, and the similar experiences of those other small companies that do this work. Yes, we all lose money if we sell today. But, you can always get back in. $3.50 is a whole lot better than $1.50!
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