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Technology Stocks : ICOM: Investment Discussion

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To: james d. hargrave who wrote (308)1/9/1999 10:13:00 AM
From: Wallace Rivers  Read Replies (1) of 494
 
Cat:
I'm still here, still smarting and POd after listening in on last Qs conference call. They attempted to explain away their p*** poor performance by saying they were transitioning to an internet company, trying to sweep the poor Q under the rug, thinking that investors were going to ignore it. IMHO not a good performance by management.
That being said, the company still does have a lot on the plate for the future, and things could turn around rapidly if management (particularly the sales force) is on the ball.
I've been long this thing longer than I want to admit. Hopefully, with the New Year reinvestment demand and potential recovery in Asia upon us, along with year end tax selling finished, ICOM will continue to show some life.
BTW, are you a Predators fan? I'm a big hockey fan. Being from Buffalo - a Sabres fan. Oh, and congrats to the Vols!
Wally
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