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 : NewCom (NWCM) -- Ignore unavailable to you. Want to Upgrade?


To: Cool Hand Luke who wrote (496)6/16/1998 4:06:00 PM
From: paperheart  Read Replies (2) | Respond to of 662
 
bravo luke (great movie),

of course diane will is fabulous. she was dispensing material non-public information to anyone who called.

of course they khans are superior managers. they have only taken this co into bankruptcy once in the past five years.

of course the receivables are blue chip. they aren't collectible, but they are blue chip.

of course the inventory is high. who wouldn't want to sit with 9 mos worth of inventory in a rapidly changing technology business?

of course the cash flow situation is frightening. why would you want to manage your business for cash flow purposes?

of course the order they received from fourth network for webpal's was contingent on nwcm making an investment in fourth network. that is classic aura strategy and who can argue with what they've accomplished?

of course they only spent $14,000 on R&D this year. why waste good money on R&D when you can buy more inventory instead? who needs R&D, this is a static, never changing industry.

you are the greatest luke.



To: Cool Hand Luke who wrote (496)6/16/1998 11:18:00 PM
From: David Peterson  Read Replies (2) | Respond to of 662
 
Cool-Hand,
I agree with your assessment and appreciate your comments! I'll take 86% increase in EPS anytime. I was sure disappointed when it didn't push NWCM higher; the delay didn't help any. Where do you think we go from here?
Know anything about the short position?
Dave