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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: FHM who wrote (21721)	6/17/2006 2:48:53 PM
From: parimi25	Read Replies (1) \| Respond to of 37387

re HOM SH Meeting. jgustino, are u Floridayhockeyman on the HOM board? I am a long since last year from $2 and added in the recent pullback. Thanks for the notes from the SH meeting. The HOM board has become a cesspool but there are some good longs left still. What is your take on Q2 earnings. If they are talking about acquisitions then Q2 must be good as they would not risk a purchase when earnings are not good. I am expecting 30M and and 10-11 cents. Once again thanks for the SH update.

To: FHM who wrote (21721)	6/17/2006 5:10:14 PM
From: Crossy	Respond to of 37387

jgustino, many thanx for your update from HOM sh meeting.. all issues are very nice. What was a real positive surprise to me was your point (3) - it looks as this "one stop shop" model for disaster recovery and related service & products might be even more important to HOM's specific situation and the segments / markets they operate than I initially thought. This is interesting as it effectively creates an entry barrier via a minimal scale level required to perform such "bundled" services. Could be the base for real above industry performance over the mid to long term also (even after the direct and indirect impacts from last year's hurricanes will have passed by) rgrds CROSSY