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

To: Allen Sampson who wrote (423)	4/30/1998 4:17:00 PM
From: Harami	Respond to of 1956

Allen/Ram, the earning estimates were revised down from around $0.42 to $0.27, that is a drop of $0.15 per share in a year or $0.04 cents a quarter. Clearly, the management must have provided much aggressive re venue forecasts (far more than 54% that came in) to the analysts. There has to be some (revenue) basis on which both the analysts were expecting $0.42 of earnings. If 54% growth (and declining gross margins) can only get us to $0.04/qtr then something was not spelled out right initially...

To: Allen Sampson who wrote (423)	4/30/1998 4:22:00 PM
From: rainwater	Respond to of 1956

Allen management may be amateurs at projecting themselves but the results say they've done a good job. However the market expectations were of a "SYNT" type and we ALL make mistakes. For some solace go and look at the SYNT chart.. everyone raves about SYNT now - I was in there before it dropped to 6 and I made mistakes then and I learned. Soon CMND can have a ++ upside surprise in its favor. I am buying that as an oportunity. Of course they could do a double bogie and we could be left holding pennies - I doubt that. So if people bought at 14+ look at this as a buying opportunity. I only feel sorry for those who were forced to sell because of short term plans. The rest will have to wait...