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Technology Stocks : Aspect Telecommunications (ASPT)

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Feb 6 9:30 AM EST

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To: MeDroogies who wrote (568)	11/19/1998 12:37:00 AM
From: corporal spewchunks	Read Replies (1) of 2018

It was stunning alright! They always seem to take longer to come back than sink. It must be a real dilemma for management to know just what guidance to give investors but I think its important to realize that certain analysts seem to lose a lot of the message in translation. These guys have much more power than they deserve. But only if the companies let them get away with it. They are always looking for an advantage over their fellow analysts and really never stick together except when one follows another off the ice and into the water. So the companies have to play "divide and conquer." If I were a CEO, I think that I would just refer those types to my IR department and the three monkeys who speak no evil, hear no evil and see no evil. I would rather have no coverage at all than bad coverage. Sort of a Steve Job's approach. If I were Andy Grove or Craig Barrett would I waste my time talking to Jack Kerouac or whatever that guy from M.L. calls himself? Who needs him? Jack needs Intel more than they need him. You just have to deal with these things like Sean Connery in The Untouchables. "Whenever they send one of your guys to the hospital, you send one of their guys to the morgue." It's called counter espionage in real life. They start a stupid rumor like "earnings will be down because if they were going to be up they would have said so like last quarter." Before the stock takes a big hit, you come right back with a denial. Sort of like Michael Dell always does. If there's anything wrong with this, why do he and others I could name get away with it? Why does tobacco love Gary Black? Not because he downgrades their stocks from "strong buy" to "buy." When he tried to tell it the way it was one time, the industry thought he must have lost his mind and saw to it that he got help. The investors love it when management keeps the analysts in line and stay loyal to this type of management. Being the strong silent type just doesn't work as well. Sometimes you need a war-time consigliere. The sad part is that it's the little guy that gets killed in these events and they go to their deaths never really knowing whether they are the victims of someone's hidden agenda. It's also just plain stupid that so many institutions head for the exit all at once. Maybe they think that they will never have another opportunity to sell. Just think, when you own a mutual fund or a hedge fund you get to pay for the privilege of bad management. Not everyone and not all the time but there is a reason why Index Funds have attracted so much money the past few years. Anyway, I relinquish the soap box. Just one more thing, I hope that I never hear the words "convertible debenture" again.

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