SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Innovation (AINN) - Network Mediation Systems -- Ignore unavailable to you. Want to Upgrade?


To: Michael Greenberg who wrote (436)2/16/2000 10:32:00 PM
From: Richard Singer  Read Replies (1) | Respond to of 468
 
Hi Michael -

???

I've searched and failed to find anything to account for today.

On Yahoo! there is some speculation re fiber optics and/or some Lucent contract news. Could be anything!

One of the frustrating things about this investment is we are always in the dark. AINN started doing business with two new CLECs last quarter, but we can't be told who they are. AINN was involved in a major DSL rollout last quarter, but we don't know who that customer was, nor what role AINN played. The Lucent arrangement provides promise for AINN, but we don't have any idea how much promise....etc,etc,etc.

So far, AINN has been an 'on the come' story. Each year seems to bring failure to meet top-line expectations expressed in the prior year, and repeated growth projections for the current one.

Frankly, I don't even know why I'm still on board, but I have finally seen a somewhat reasonable return on my two year investment. And I have stubornly held to the opinion that this thing will break loose soon - maybe this is the time.

I plan to talk to Mr.Keaton this week if I can.