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Technology Stocks : Network Connection , Inc. (TNCX) -- Ignore unavailable to you. Want to Upgrade?


To: Don Hand who wrote (237)3/16/1998 12:59:00 PM
From: Nimbus  Read Replies (1) | Respond to of 330
 
CC was a no-op ... but I bought more on the dip (always do)

I was one of the few getting decent under $4 fills .... nicely up afterwards too.

I think they didn't want a killer 4Q as it would be tough to top a year from now. These small guys need to try to balance out q-q results like larger caps do in order to maintain momentum.

The financing is small, but the choice they made on it seems questionable.

On balance I think they are significantly ahead of CCUR as they have done many diverse installs and have REAL experience, a hurdle CCUR has yet to tackle, though for CCUR this won't be a risk .. just steals time.

I like TNCX's end-to-end solutions, where CCUR needs an integrator to be successful, and I like TNCX's focus on education.

I don't know about Allen Systems ....sorry.