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


To: SOROS who wrote (418)4/30/1998 12:51:00 PM
From: Sam Citron  Respond to of 1956
 
Benefits of procrastination? biz.yahoo.com



To: SOROS who wrote (418)4/30/1998 12:56:00 PM
From: rainwater  Respond to of 1956
 
SOROS - I disagree with "courting"
beg your pardon but it sounds sychophantic...
and makes it seem that money CAN be made out
of PR stuff... yes it CAN but that's not WHY
I bought this stock..
These guys are poised at the crossroads of a
technolgy based opportunity coupled with leverage
of manpower overseas - I hope they undertsand that.
Their "brand" and "customer-buy-in" is as important
as tech knowledge.
If Command mgt had the "right stuff" and BELIEVED
in themselves I would expect they would BUY BUY BUY...
and tell VOLPE to screw themselves... to put it bluntly.
but that would be asking for the caliber of an
Andy Grove.... worth mucho P/E for me.

For now, I would recommend them to FOCUS on
WORK. SCREW VOLPE - The damage is done : whether it was
perception/mis-communication/immaturity does not
jingle my bells. Right now they need to get their
nose to the ground and smell every opportunity like
blood hounds. I will look forward to their business updates
to "judge them" - New clients, lower costs, innovative
ideas, a sleeker business model is what I am tuned for.

If we get even one "new business contract" you
you WATCH the HERD COME BACK.. this is a manic-
depressive market... have to live with it though.. :-)




To: SOROS who wrote (418)4/30/1998 2:31:00 PM
From: John Sikora  Read Replies (2) | Respond to of 1956
 
SOROS,

You can rant and rave all you want about the analysts...But my research has shown me that management failed to execute and close contracts...Yeah there are plenty of proposals but proposal don't make a revenue stream...The guidance that analysts were originally given never materialized in the form of signed contracts. Big problem....IMO company came public prematurely and is now paying the price. They built and paid for developement of a project management team but find themselves without any projects...This coming Q won't be pretty...If one wants to forget about the shares for 6 -9 months...it'll work out....In the meantime I'm not looking for much upside...

john