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Technology Stocks : ACLY- ACCELR8. Year 2000 Stock -- Ignore unavailable to you. Want to Upgrade?


To: CalculatedRisk who wrote (1279)3/25/1998 4:50:00 PM
From: 45bday  Read Replies (1) | Respond to of 1518
 
I am starting to think you and your sidekick Pancho may be on the right tract here. For a couple of weeks I have repeatedly asked on this thread for someone to tell me why they feel revenues/earnings will grow this qrt. or in the absence thereof why this stock won't take a major hit. You are the only one who has said anything and that was for an $.11 qrt. if I remember correctly.

No one has responded which tells me that even the true and loyal followers have a lot of doubt short term. Of course as we all know an ACLY qrt. is not three months so they do have some extra time to garner some new deals. This qrt. contract announcements thru May may get booked in April.



To: CalculatedRisk who wrote (1279)3/25/1998 5:02:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 1518
 
CR, I covered another 1/4 of my original position today at 191/2, cost basis 22 3/4. The position I have got left is a position I feel comfortable enough to ride it wherever this puppy feels like going! Thanks for all the hard work! After my initial assessment last fall, I have basically ridden in your back. Remember my SEEC short idea? shorted at 22 covered at around 18. Wish I hadn't. I remain short ZITL, ACLY, ALYD and plan to ride them all for quite a while. Still haven't covered a single y2k stock at a loss. [I hope one day I will be capable of saying the same about AOL, YHOO, and BFIT, I hope one they I will.]

Good luck to you and all the folks at SI/ACLY (long/short)

Pancho



To: CalculatedRisk who wrote (1279)3/26/1998 10:48:00 AM
From: Ed Zhao  Read Replies (1) | Respond to of 1518
 
CR, You said that TG mentioned that DEC revenue will not show up until the forth quarter, (ending Feb 99?). I'd like to know more (facts) about it and what is your insight!

XZ