Janice, I didn't "talk" to Sood, but let's just say that I heard everything he said....
Nothing about AOL, I have my own opinions about them. Lemme get back to you on it.....
Personally, I'm not sure about USRX's numbers, which is why I'm not buying the stock. Even when I bought those puts, I didn't believe what Sood was saying--just bought them because I thought his words would cause a selloff in USRX that I could take advantage of. As you know, that didn't quite work out.
Anyway, there are is the fact that practically every solid company had a blow-out quarter. This alone would tell me that USRX did well also. However, the big question is "how much did x2 contribute to delayed modem sales, and even TCH sales?" I do not know this, but it is EXTREMELY important. I do think that some people delayed purchase, however, because there is the $7.95 (?) shipping and handling fee, more importantly, though, a lot of people seem to think that a "true" 56k modem is better than a 56k upgrade (and many don't like the idea of fooling with their computers anyway).
Sorry for not giving a definite answer, but the truth is, that I am unsure.
Sal Habash |
