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To: PERDIEM who wrote (1867)2/16/2000 9:50:00 PM
From: Jim Oravetz  Read Replies (1) | Respond to of 2283
 
Lookin' good. The Crossroads investment shows up as $186M on the equity side, too. Another solid Q, note that the # of installations has been upped to 55K in this PR. Hopefully, this news will send this straight up rather then drifting down then spiking up as has happened over the last few months. I guess if I had timed things right, I could have bettered my 800% return to this point <GG>.

Jim



To: PERDIEM who wrote (1867)2/18/2000 11:23:00 PM
From: Scott H. Davis  Read Replies (1) | Respond to of 2283
 
Consensus for next 2 qtrs was .24 and .26. Guess we'll see those get bumped up next few weeks. Any guesses - .30 next qtr? Since Apr 99 was .17, the PE should improve some, especially if they book the delayed large system orders. IMSCO Scott



To: PERDIEM who wrote (1867)3/4/2000 6:53:00 PM
From: Scott H. Davis  Respond to of 2283
 
The earnings estimate continue to go up. No analyst ugrades due to the appreciation, but I'm also surprised no downgrades based on purely valuation. Wish I'd been less prudent & taken less profits. Have way more than a 10 bagger on my original shares, but just 1/4 the original # of shares. Oh well. Scott

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