Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ABACUS DIRECT CORP. (ABDR) -- Ignore unavailable to you. Want to Upgrade?

To: Chucky who wrote (42)	4/9/1998 11:40:00 AM
From: D. K. G.	Respond to of 60

<< I think it is usually the other way around.>> I'm very ignorant in such matters, would you be able to enlighten me on the above statement. I took a position this AM @47 with Mr. Market's house money. Paying a $10 commssion over the web makes what I would have not considered in the past a reality. I like yesterdays positve action but ABDR still close a tad below the 50 day MA. This AM it Gapped up on the open so I got back in. Hindsight being 20/20 I was concerned in mid march about the company's valuation and was anxious to protect some profits, the stock started dropping and I got out. I think I would have been better off holding. Oh well it's a learning experience. Fundamental ABDR's stated goal is to add 25 new members/Q. The past two Q's they've done that at a 50+ rate. Positive They're also testing the same direct mail approach in other areas: Business to business, fiancial services, telecommunications and some others. The company expects this new testing to contribute negatively to operational income. IMHO when the process is complete and they will sign on non-direct marketing clients and leverage their previous expertise into enitre new markets. The time frame for that to happen is in 99. If you got a chance to listen to the Q4 conf. call this was explained in greater detail than I can provide. On the Marco side you had two companies bidding over a competitor Metromail. This may signal some continued consolidation in the sector. Sheer speculation ABDR as a posible takeover may also be supporting the stock. Good luck, Denis

To: Chucky who wrote (42)	4/20/1998 12:26:00 PM
From: D. K. G.	Respond to of 60

Chucky, FYI - ABDR set to release 4/22 after market. Conf. Call info 1-800-633-8284, Resv# 4026445 after 7:00 PM EDT. Last check the consensus EPS was 0.14 <<Is the recent decline in the stock correlated with options coming out?" I think it is usually the other way around.>> If you wouldn't mind explaining this, I'd be grateful. I'd don't know much about this and would like to learn. Cheers, Denis