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

To: Superhawk who wrote (484)	5/2/1998 12:20:00 PM
From: rainwater	Read Replies (2) \| Respond to of 1956

The bottom always stinks I do not agree with the cockroach theory in this case - as we have yet to see the first cockroach. Just because Cowen and Volpe downgraded this stock does not imply there is something "fishy". If they had issued a "SELL" instead - yes I am sure they would be forthright in explaining why. Right now its a case of the nervous nellies. No one knows what the general stock market is up to and so stocks that are not "confirmed" stories are shelved. If I was an analyst with Cowen and Volpe (let me be fair) I would be in a world of internet today if my Co states in its logo (NO DINOSUARS!!). Guess what listening to the CC I would have hedged as well - because of my job!!. why take a risk?.. when all my peers are raving about the "internet" and MIND SHARE?? - gosh!! I mat even understand "DEFLATION" if I tried - but MIND SHARE!! - whose minds - the only ones I see are the sucker investors!! - but anyway and that is exactly what is the difference when you are an investor. By the time a story is sooo clear, let's face it - the boat is full. Point me 1 stock today that has a definite story + proven earnings growth and is not touted by these underwiters. Let me give you'll a personal example. Take Pfizer: for years it had the best research lines and no following. Never made it beyond a "HOLD" and the lowest PE compared to its peers MRK, LLY. We all heard about Viagra.. and noticed the stock had started climbing but in a steady ramp... after the stock has climbed up substantially these high tech undertakers start to tout it. Today coupled with mass euphoria the stock has climbed faster than my imgination ever did - but coupled with the climb has come a volatility I never saw. So tell me: I bought it some years ago and have seen a triple - AND I betted against Wall Street wisdom. Same for INTEL (Kurlak) and the story goes. The Goliaths have to play by different rules than the Davids... that's explains why the two groups never see eye to eye and David can always thrive as long as he keeps a "David" minset!! (excuse the biblical analogy - but times have not really changed that much since perhaps the last 2000+ years - only the tools have) well let me tell you'll why I will not buy more CMND. 1. There are still so many people here "waiting" for a small "pop". If they panic, the price will drop further - and there seem sufficient possibilities that will provide that: a. time makes the weak more nervous b. law-suits c. a drop in the general market d. the numbers for the next quarter will be lower. 2. CMND management must have gotten a shock like the rest of us. If they haven't it tells me they HAVE NO PRIDE in their baby and I DON'T buy that. If they have then they will do what proud persons do: TEACH the world WHO knows. So we'll hear a different tone in the next Q'. The numbers will be down for next quarter (we know that) but their message must be different. 3. I wait to see what they do with 21 mill cash. I don't need to wait for results just their actions will tell me if Caputo and Co have investors interests close to their hearts. See they may be smart and savvy - but SELFISH. Nothing for me there. 4. In the meantime, one needs to diversify one's portfolio and believe me there are GOOD companies out there that have yet to revv up their engines. Why wait for SH*Tle to tell me that? Good luck.