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Technology Stocks : Equinox Systems (EQNX) -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (754)	12/10/1999 3:13:00 PM
From: Christopher Brainard	Read Replies (1) \| Respond to of 765

I talked to the company after the last earnings report and they gave me no indication Y2K presented a problem for the company. Come on folks, look at what the 4th quarter is looking like! Revenues at $5 million is 50% of the previous quarter sales. I have NO INTEREST in owning a company's who's revenues can vary by such swings. This is the third meltdown since I began following the company. I was a buying on the first two. I sold everything on this dump. Will the stock return to $12, maybe so, but maybe there is more to the 4th quarter than Y2K?? I like to get to know my companies. I like to know that I can hold and take advantage of temporary dumps in the share price. If you can buy and own this company and feel strongly that everything is fine, go for it. I have had one dump to many! Too many excuses! Too much lack of follow through on opportunity (USPS contract!) If I want a stock to trade, too many more interesting trading opportunites out there. Good luck to those still with this stock. I hope I am wrong and you all do well. Chris ...

To: WTSherman who wrote (754)	12/28/1999 10:04:00 AM
From: Scott H. Davis	Respond to of 765

My company, Daou Systems is also expecting a loss this qtr, and my subdivision, the healthcare applications wing has about 25% of the consultants "on the bench" Health systems and vendors have a lot of projects approved and budgeted, they're just not being started until Y2K is behind and unplanned corrections are made. At our annual meeting, our management expects thing to change dramatically in the Feb/Mar timeframe, which is why they are not laying off, as other consulting companies with shorter term horizons have done. Scott