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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (27804)8/29/2000 3:58:54 PM
From: Logain Ablar  Respond to of 68173
 
Harry:

I'm hoping CMNT will purchase WSTL on a share for share basis. Of course this is just my wild dream. Don't pinch me though.

Hey what was that reporter smoking when he wrote WIND had a history of not disappointing. Is he a May 2000 grad. Someone should point him back to 1999.

Anyway I expect WIND to disappoint. Not in revenue growth but earnings can be tough to hit (er loss factoring in all the charges, taxes, etc.) and DSO's (this was getting out of hand last quarter and mgmt. blamed it on intergration / acquisition issues) and other items (maybe margins).

I like the company but sometimes history has a way of repeating itself (I mean where is the reporter coming from <gg>). Now management was pretty good last quarter in managing the street to not raise their earnings forecast even though they were guiding analyst to raise revenue.

Tim



To: Johnny Canuck who wrote (27804)8/29/2000 4:18:49 PM
From: Probart  Read Replies (1) | Respond to of 68173
 
Harry, re CMTN I cannot figure it out either, I sold my long position on the way up a few months ago. This has been a dramatic sell off. Something in the picture does not fit. I am going to be patient and see where it goes.
Probart