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To: Ausdauer who wrote (16069)10/25/2000 6:12:06 PM
From: orkrious  Read Replies (1) | Respond to of 60323
 
Aus, the LEXR CC replay will be interesting. I'll listen tonight.

Jay
(hunkering down in my bunker, with Scud missiles flying overhead)



To: Ausdauer who wrote (16069)10/25/2000 6:26:54 PM
From: limtex  Respond to of 60323
 
Aus - LEXR is a side issue as I said $8 ago yesterday. Seems longer than that, much longer but it isn't.

What matters now is what that Fed Governer from Dallas said todday. in fact I wonder whether the slump that started around mid-day wasn't started after he made his statement. He's obviously been told to say what he said to prepare us.....ooooooh what no Earth going to be so bad that Mr G sends a governor out to warn everyone.

Well sky high oil prices will wreck a stcok market and an economy. Never mind all that nonsense about oil not being as important to the economy as it once was. Even it it isn't that important to the US it is still importasnt ot Europe who have to pay for it with that great new currency that has the strength of a wet noodle and therefore costs them a little more every single day till they wake up and get their oldcurrencies back.

It is important to the Japanese who don't have any oil of their own. It will slow their economy down. Well they don't exactly need any slowing down.

Even China with all its new GM, Ford and VW cars needs more and more oil. So it does matter.

Interest rates. They are too high and when combined with the oil gauge on the economy will destroy it.

Thats why SNDK tanked today IMHO, it isn't in the Photo Optic business and neither is QCOM nor amny otehr great companies that took such massive and unwarranted drops today.

Best regards,

L



To: Ausdauer who wrote (16069)10/25/2000 6:28:14 PM
From: orkrious  Respond to of 60323
 
I just noticed LEXR's eps was -.19 vs. -.16 estimate. Although I don't normally enjoy kicking someone when they are down, this feels good.

It is clear why they don't want to pay royalties; they can't afford it.

Jay



To: Ausdauer who wrote (16069)10/25/2000 6:30:24 PM
From: orkrious  Read Replies (1) | Respond to of 60323
 
One more thing. How does an organization like LEXR get coverage fm three analysts when SNDK just has four?