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To: Josef Svejk who wrote (11572)2/17/1998 11:04:00 PM
From: Tim J. Flick  Read Replies (2) | Respond to of 31646
 
It's a damn rare event when I'm in a stock (biG) that every long is profitable. This is a unique situation and feels good. With everybody nervous with these Asian tech stock earning worries, it's nice to be in a stock that: 1. Has NO Asian exposure. 2. Has a service that their clients HAVE TO SEEK OUT AND BUY in a rather short period of time. 3. Earnings visability. Being a trader by profession, my years of experience tells me that this could be a great pyramid shot. I am seriously considering doing just that. It takes incredible nads and alot of luck.



To: Josef Svejk who wrote (11572)2/18/1998 9:43:00 AM
From: Skeptic  Read Replies (2) | Respond to of 31646
 
Humbly report, Tim, one more thing that just hit me regarding the CC, compared to the others I've listened to, is about the "home town boy kinda' tellin' it like it is" feel of it, without hardly any excitement.

Or maybe management is being very careful not to implicate themselves in the shameless hyping of their stock beyond any reasonable value (remember Jenkins' $125M in revenue in 2001?).

When asked on the CC about the disparity in EPS estimates from $0.37 to $1.20 for 1998, he said something like "its just too hard to predict, anything could happen". The perfect response if you don't want to break the bubble but don't want to be accused of helping to create it either.