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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST
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To: Tom Smith who wrote (2458)10/4/1998 7:31:00 AM
From: Raptor  Read Replies (1) of 4509
 
Tom Thanks much for the CC posts. I listened to the CC originally

but did not tape it.

I recall all of the questions and answers/comments you posted as I re-read them. Another thing your transcipts do not reveal is the tone of people's voices.

In listening to the CC at the time, the PS people came across as they usually do - genuine and straight-forward. I have seen all of them at one or more times and seen some of them interact and speak to clients.

As for the analysts, no one on the CC seemed to be on the attack or attempting to expose anything or 'grill' anyone. The overall tone of the CC seemed normal and reassuring and there didn't seem to be any real contrarian views or doubting Thomases.

Little indication they were to be knocked for a loop by these two guys just a short time later. I guess we'll find out more Oct 20 - unless PS feels compelled to speak out again in their own defence.
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