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To: jhg_in_kc who wrote (7985)10/28/1999 10:00:00 PM
From: jhg_in_kc  Read Replies (1) | Respond to of 17183
 
a few cents lower in next quarter or two, then accretive
vs.
market opportuntity increase from 35 to 50 billion with the new products.
It seems to me that is the issue.
Will the stock go up or down on this news?

another factor-- the ceo is guiding the analysts to revise their earnings estimates downward by 2 cents while at the same time making a very strong case for them not to downgrade the stock

what is an intelligent man to do? probably nothing, maybe trim a few shares?
any thoughts, anyone?
jhg



To: jhg_in_kc who wrote (7985)10/29/1999 8:22:00 AM
From: JDN  Respond to of 17183
 
To all: Just back from vacation and dont have time to read all posts but did read the press releases. Personally, I wouldnt worry about Data General having a negative effect. It really opens up the field for even greater growth, I think Mike said new goal should be 12 BILLION for 2001. Even if the gross margin shrinks somewhat the total DOLLARS of income should rise. JDN