SI
SI
discoversearch

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 : Command Systems, Inc. (CMND) -- Ignore unavailable to you. Want to Upgrade?


To: jan m. who wrote (357)4/30/1998 10:18:00 AM
From: JDN  Read Replies (1) | Respond to of 1956
 
Dear Jan: I have slept on this and calmed down somewhat. When I review everything including the writeup under "talk shop" or whatever in Yahoo I have come to the conclusion that there must have been some type of communication breakdown between management and their underwriters. Like you say, this past quarter isnt the problem, really wasnt bad, in fact, all things considered I think it was good. The problem is management wants to redirect the companys efforts into project type revenue. In the long term, if they are successful, seems to me that we will have a better company. In the short term 6-9 months, probably will do poorly. I would say Underwriters either didnt know this or didnt understand the ramifications until the CC. What I dont understand is why they wouldnt use available capacity to handle Y2K work until they get these signed contracts. Anyhow, until I hear anything worse I plan to hold my stock. Its just going to take longer than I thought to have a success here, if at all, but on the otherhand, due to the huge selloff I stand to do even better than on SYNT IF they succeed. Never bought any public company with any opportunity for growth for less than book value before. JDN