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To: 16yearcycle who wrote (61030)1/9/2000 1:34:00 PM
From: Mannie  Read Replies (1) | Respond to of 152472
 
Does anyone have the URL for the HDR demonstration site at their fingertips? I need to pass it along to someone.

Thanks, Scott



To: 16yearcycle who wrote (61030)1/9/2000 1:39:00 PM
From: JohnG  Read Replies (2) | Respond to of 152472
 
Eugene. You should listen to the Conf Call again. Also, Didn't KYO buy physical assets at book. That leaves inventories and xtra personnel expenses.
JohnG



To: 16yearcycle who wrote (61030)1/9/2000 1:45:00 PM
From: Kayaker  Read Replies (2) | Respond to of 152472
 
I think these dummies on Wall get whisper numbers from a combination of bulletin boards and management hints.

That became crystal clear on the Dell thread in late '98 to early '99. The list of EPS guesses posted on the thread was being factored into the whisper numbers and we paid for it.



To: 16yearcycle who wrote (61030)1/9/2000 6:27:00 PM
From: MileHigh  Respond to of 152472
 
Eugene,

I agree, but I guess my point was that the market has already priced in surprises. I don't have a good enough feel for the financials yet to be predicting EPS anyway.

My spreadsheet is useful because every time they surprise it can be updated and a new market multiple price can be produced.

I think Dr J knows this game very well. I'm not worried about the next 2 qtrs.

Regards,

MileHigh

PS- almost 500K!? Can I be your pool boy? <gg>