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Technology Stocks : MITEL (MLT) -- Ignore unavailable to you. Want to Upgrade?

To: Ally who wrote (1685)	11/5/2000 12:01:40 AM
From: 4finger	Read Replies (1) \| Respond to of 1730

Ally I also feel your 2 yr target (double) is easily attainable. I did quite a bit of buying on Friday too. I listend to the call and I find the spin placed on the "poor" guidance amusing. Mandy said that he was keeping his ear to the ground with customers and industry experts re: the demand forecasts and found that there is quite a range of opinion out there. Rather than latch on to the high number and tell the street what they want to hear he was candid and said he really wasn't sure. He concluded that 25% growth (low end of the range) seemed like the right place to start expectations until more substantial proof existed to take estimates higher. I respect the guys integrity, but the herd simply moved on. Re:PBX. Where the fuck was the surprise in those numbers? Guidance was flat, the numbers were up. Excuse me? Anyone who has any clue about what is going on in the enterprise understands that VoIP is not going mainstream tomorrow. When it does, the herd will be tripping over themselves and paying any price for a ticket to the game but in this "what did you do for me yesterday world" 2 years is beyond the capabilities of institutional managers. Welcome to Vegas folks. Kirk if your listening, take BCS public. I know AV went over like a fart in church, but as a Mitel shareholder, I'd rather have the luxury of deciding when the right time to sell BCS is instead of giving it away today. Thanks