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Technology Stocks : PERI (Periphonics)
PERI 9.045-2.3%3:59 PM EST

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To: John F Beule who wrote (1535)3/10/1999 11:30:00 PM
From: Peter Stier  Read Replies (1) of 1682
 
John:

Listened to the conference call yesterday. Not overseas currency problems. Bill Benton of Blair asked the toughest questions concerning PERI's results relative to INTV great quarter - implying INTV is eating their lunch domestically. Cohen attributes everything to chance!

5 of 7 "unclosed" orders where domestic, but landing all of them still wouldn't make a $ 40 M quarter. Very frustrating. Why are INTV announcing $ 6 M orders, when we get the $ 1 M ones? We haven't had one that size since the IRS days... What we have here is a growth stock that doesn't grow.

See us revisiting the 6's before the end of the week as volume dries up...

Looks like I'm here for another six months. Unless someone has mercy on me and offers a buyout of PERI.
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