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Technology Stocks : Verio (VRIO) -- Ignore unavailable to you. Want to Upgrade?


To: jan m. who wrote (514)6/15/1999 6:45:00 PM
From: lazarre  Read Replies (1) | Respond to of 676
 
Jan, i know you were asking some questions of another but this is VRIO, so what the heck.

I'm not concerned about V's price activity lately. Though obvious, its worth repeating: this whole telcom/inut sector bites right now and though its been said before that sometimes a cigar is just a cigar, well, sometimes that bares repeating ,too. I tried to divine a 5 buck pop for V 2 weeks ago on a lackluster market/no V news day and couldn't find a thing. Nada clueless...zero. So what do I divine now other then most in V's niche are biting too; check out EXDS and, imo, its closest competitor, PSIX---both faring worse %wise than V.

Good thing is V, imo, will meet Ebitda before the other two. In a quarter or three $50 will seem like $20 was just a quarter or three ago.

Thanks for sharing the results of your telcon with IR.

L



To: jan m. who wrote (514)6/15/1999 11:02:00 PM
From: Optmaster  Read Replies (2) | Respond to of 676
 
About that block, it was probably a buy order for size that was finally filled by the market makers, hence the prevailing sell-off afterwards. As you can probably see, all these internuts are selling off big time. Why? Because even if these companies perform above expectations, they are still priced way above THAT! When you buy a business, you must consider how much that business will make you, not just if there's some sucker willing to pay more than you.