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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: RinConRon who wrote (24030)	3/2/2001 2:21:26 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Ron and Bernard The gap has been filled (I owe Sergio a dinner) :-( But, he is pretty skinny so I don't think he will eat much. <GGG> The resistance at 2 3/8 should be pretty light as there was no base formed in that spot. Upside I'm looking for just under 3.50 for a trade in 10 to 12 trading days. Ken

To: RinConRon who wrote (24030)	3/2/2001 7:36:25 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

RinCon I just got off the phone with PCOM IR. Gentleman named David 415-433-3777 ext. 110. Here is the gist of our conversation. Earnings for the next Q as alluded to in the CC from Feb. 8 are expected to stay fairly flat at break even with Q2 becoming positive earnings in line with present est. of .02. The company is comfortable with est. for end of year of .14. RS Mast sale is a net positive for the company and did not stop the partner relationship with RS Mast. The company continues to be involved in the service side as will as the product side of RS Mast. The 20mm in rev's from RS Mast did have a positive affect on margins, but that is being replaced by service side contracts being sought here in the US. The follow on contracts in Japan are in place as the equipment from the last 3mm contract have past all of Japan's testing and they are happy. Just a matter of them making more orders as need demands. Regarding TSG's holdings of convertible debt. David said that he would need to speak with the CFO about it. I asked if, perhaps the company could retire some of the debt from the proceeds of the sale of RS Mast. David said that he could suggest that to the CFO and that he would call me on Mon. with any answer he has. David was very nice and helpful in his answers. He also assured me that management is concerned about shareholders. (are'nt they all, lol) Ken