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Non-Tech : Knight/Trimark Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (3296)	8/9/1999 4:11:00 PM
From: Herschel Rubin	Read Replies (1) \| Respond to of 10027

Susan & Joseph, Re: Joseph's question about NEON & NITE. There is no comparison between NEON and NITE. NEON surprised investors with a Q2 loss and now the attorneys are spamming the newswires with shareholder lawsuit info. NITE on the other hand is growing earnings (albeit supposedly will be slower) and has taken great pains to avoid shareholder lawsuits by their conservative market guidance. NEON dropped from $44 to $12 after it announced Q2 would have a 12c loss versus analysts consensus of +12 cents! Talk about poor guidance. BTW, I have been looking at NEON as a good turnaround stock worthy of daytrading. Trading at near book value (but if they burn more cash, book value is meaningless). Most of the damage is done and I enjoy jumping in as shareholder lawsuit announcements are being spammed. At the time you (Susan) must've talked to NEON's IR person, the stock was in the $40's right before their announcement. The IR person may have simply not been able to disclose that earnings shortfall information to you before everyone else. That's to be expected. So, yes, it is a fact that the IR person cannot always disclose information to you when you call -- they can't give you special treatment. But that doesn't mean they are clueless. I've gleaned some pivotal information from discussions with IR people.