Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: joe who wrote (17957)	6/22/1998 10:28:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 45548

joe, I haven't had the pleasure of sitting in on many conference calls so tell me what you think of this response<gg> >>Any serious investor listens to the Conference Calls...<< But who runs some of the Conference Calls? Don't the Analysts? Well right now it's the analysts that "sorta" run the CC. Actually if management is any good they are in control the entire time. As a matter of fact most of the questions from the analysts are usually "double" asked (that is someone absent minded ass asks a question that has already been answered during the Q&A period). So we will discount 35% as double asks. Now I would say 25-35% is asking for clarifcation of statement made during the "speach" period of the CC. We are upto 70% so far and no hard questions. 10-20% are usually "where do you see margins and sales figures next quarter and next year on product x, y and z". Again a no brainer. And the remaining 10% are scattered among things like: How are you guys doing today. What's the weather like (this is actually the hardest question to answer properly). and my all time favorite When do you think you will post a profit? So in short analysts don't ask anything that a "smart" investor wouldn't ask anyway. Which is why in my screw the analysts approach I would take the view to treat the individual as a someone and answer those types of questions. >>There was a time when Analysts didn't exist you know?<< When was that? Before capitalism was invented<gg>? Or before Sigmund Freud maybe? Yes before freud ;-) <G> Steve