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To: Oleg Sogolov who wrote (11426)7/5/2001 4:18:23 PM
From: Tom Hua  Read Replies (2) | Respond to of 19633
 
Oleg, no kidding, sounds like a great short when management is actively chasing short sellers instead of running the business.

More warnings after the bell.

Argonaut (AGNT) 5.83 +0.13: Company warns for Q2; sees revs of $3-3.2 mln vs. consensus est of $5 mln;
cites a challenging business environment characterized by delayed or postponed purchasing decisions and reduced
capital expenditure budgets as a result of uncertain economic conditions; see press release.

Advanced Micro (AMD) 28.64 -1.12: Trading halted; news pending.

TEKELEC (TKLC) 25.45 -0.81: Company warns for Q2; sees earnings of $0.02-0.03 vs. current EPS
estimate of $0.17; "Near the quarter's end, we witnessed an abrupt belt tightening by customers, resulting in an
unanticipated reduction in order activity from our customer base -- both carriers and equipment manufacturers --
that we had been able to largely avoid until now." see press release.

Starbucks (SBUX) 21.92 -0.07: Reports a 3% increase in June same-store sales; total revenues for the period
increased 19% to $259 mln.

BMC Software (BMC) 22.78 -0.83: Company warns for Q1, sees revs in the range of $338-$345 mln vs.
consensus ests of $361 mln; diluted earnings per share are preliminarily estimated to be in the range of $.06-$.08
vs. consensus ests for $0.13 EPS; says the current economic environment is challenging and as a result its closure
rates at the end of the quarter were lower than we expected; see press release.

Regards,

Tom



To: Oleg Sogolov who wrote (11426)7/5/2001 8:49:20 PM
From: Paul A  Respond to of 19633
 
Oleg- thanks for digging that up! I love Toms thoughts on it as well..

a must for every shortsellers radar screen when they start targeting short sellers! I lost count of all the times companies were sueing Auric or Anthony, and the suits all just vanished because the companies went under : )



To: Oleg Sogolov who wrote (11426)8/28/2001 11:57:44 AM
From: Dale Baker  Read Replies (1) | Respond to of 19633
 
Shorted MDTL this morning before it slips under 5 for good - looks like total crap.

Spec long in ABIX, low volume but it looks poised for a small run.