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To: Duane L. Olson who wrote (1775)11/5/1999 11:33:00 AM
From: Logain Ablar  Read Replies (1) | Respond to of 2126
 
Duane:

Surprising Morgan is doing this today with earnings in 12 trading days. I'd think with this report, from the lead secondary underwriter, we're seeing a good quarter.

Leaves Needham in a position, as the other secondary underwriter, to do something. It was the Needham analyst that wanted this quarter visability before issuing a report.

siliconinvestor.com

We'll have to see how the stock and market close today.

Its green all across the board. I missed my ANCR pullback and its running like crazy. CCUR I added a 1/3 but am still waiting for another.

BRKS also a 1/3 position.

Tim



To: Duane L. Olson who wrote (1775)11/5/1999 2:28:00 PM
From: Logain Ablar  Read Replies (2) | Respond to of 2126
 
Duane:

Have you had a chance to re look @ last qtr's financials. Just doing a basic proforma with the additional shares I'm working up a minimum of 9 cents a share (and this is with a full 35% FIT rate). I actully see us printing 14 to 15 cents, well above the estimates.

We just may hit the $19 today and we had a pull back. I expect MSFT news to put a damper on the market next week so I won't go out on a limb and post $22 next week. We'll probably pull back with the market and give investors a chance to buy more.

Tim

Tim