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Technology Stocks : Neoware Systems -- Ignore unavailable to you. Want to Upgrade?


To: PAUL THOMAS who wrote (240)6/27/2003 5:54:49 PM
From: Dale Kohler  Read Replies (1) | Respond to of 256
 
Paul,

I see that in your model you assume that about $10 billion is invested in funds that directly mimic the Russell 2000. This link says that the Russell company estimates the amount to be closer to $25 billion (as of 2000).

ansys.com

This means you could increase your estimate of shares to be bought by a factor of 2.5. Agreed?

I believe that any increase in buying pressure in this stock, with its high short ratio coupled with its low retail ownership, could result in major price increases. It will be interesting to see what happens.

Dale



To: PAUL THOMAS who wrote (240)6/27/2003 9:29:01 PM
From: Dale Kohler  Respond to of 256
 
Paul,

One more thing I would like to note is that you called the last peak and bottom of this stock with precision, well in advance of both.

Very nice!!

I intend to heed your warning the next time you issue a sell recommendation. I always tend to hold too long if left to my own instincts.

Dale