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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Kelvin Taylor who wrote (11513)	2/6/2004 1:19:14 PM
From: Kelvin Taylor	Respond to of 11568

Have we come to any decision on changes the Z port?

To: Kelvin Taylor who wrote (11513)	2/6/2004 1:59:44 PM
From: Carl Worth	Read Replies (1) \| Respond to of 11568

i haven't had a chance to listen to the conference call for CELL as i have family in town through the weekend...i wouldn't buy it until it showed some kind of support anyway, but i would want to see or hear some guidance from them before making a decision on buying back the stock...they have consistently beat their number in recent quarters and they missed both the earnings and the revenue number this time, the revenue by quite a bit when companies have only one analyst providing estimates on them the analyst can often get overly optimistic and have his or her numbers too high, and the company can't guide them as well as in the past due to reg FD...CELL still posted solid growth in the quarter, i just need to see what they are saying about how things look going forward before i would buy the stock back carl