Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Southwall Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (1127)	3/1/2003 9:24:05 PM
From: Arthur Radley	Read Replies (2) \| Respond to of 1143

skeeter, I don't have a dog in this hunt, but IMO SWTX is a real flea hound. IMO the issue of the west coast dock strike is merely a smoke screen alibi. First of all, what does a west coast dock strike have to do with the fact that they have the plants in Europe to make the product for Europe and they clearly state that European sales were down. Therefore, please don't tell me that they are shipping product made in the AZ plant back east via a ship. Look closely at the news release....product claims and returns. Appears to me that people are rejecting sloppy made products from SWTX and management is diverting attention to a dock strike. HUMMMM!

To: Skeeter Bug who wrote (1127)	3/2/2003 10:29:33 PM
From: Wade	Respond to of 1143

Skeeter and Dude, I know the strike affected shipping date which resulted missed business. For example, the new car production lines couldn't stop just to wait for the window films. But, I think the next Q should be slightly better than the last one. In general, they have to figure out how to survive and reduce costs. Or, generate a high margin product. I do see great trading play opportunities between $1 and 2. But, I have no time to do that. I will buy and hold at here. Take care. Wade