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


To: SOROS who wrote (406)4/30/1998 10:47:00 AM
From: JDN  Respond to of 1956
 
Dear Soros: I agree with you the analysts appear to be more to blame for this stocks collapse than the company itself. This is IMHO an example of how EGOS can get in the way of judgement. Had they calmly explained the companies plans this might have been pulled off as a plus. Hell, look at those internet stocks. They wont show a profit for YEARS yet they are soaring. I dont know if this will ever be a SYNT but the basics are there. They are financially strong for their size, they have a relatively small float, and they have a base of contracts which a multiyear to absorb most of the overhead. Now, all thats left is for management to show the ability to execute. I have no way of knowing their abilities but Cowen and Volpe should get in their and if necessary use their clout to MAKE SURE they have the abilities. Otherwise, if there are any suits I would imagin they are at least as much at risk as the company. JDN