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Technology Stocks : Hummingbird Comm. (HUMC) -- Ignore unavailable to you. Want to Upgrade?


To: Martin Goldenberg who wrote (1678)7/26/1998 10:57:00 AM
From: andrew  Read Replies (1) | Respond to of 2018
 
Hi Martin,

Curious as to where you heard these numbers. It all sounds
very positive and now would be a good time to
announce it more publicly. The info seems to be completely
at odds with analyst numbers of $2.10/2.40 for fy98/99.
These numbers seem a joke anyway given they've already
got > $1.70 for the 1st 3 quarters of '98. Is the company
responsible for the low guidance? (Seems they'd be better
off painting a rosier picture when the stock is undervalued)
These are bright guys managing the company but apparently
they don't seem to care about there long term investors
enough to smooth some of the volatility. In my mind, volatility
should be associated with a stock that trades at a high multiple
not one with a pe=10 where expectations are low.



To: Martin Goldenberg who wrote (1678)7/26/1998 11:13:00 AM
From: make.it.co  Read Replies (1) | Respond to of 2018
 
just curious, what's your relationship with hummingbird? you seem very informed, very positive, and since february 1st/98 you have contributed to this thread over 65 times...... and only once to one other thread (nortel).



To: Martin Goldenberg who wrote (1678)7/26/1998 2:00:00 PM
From: Sultan  Read Replies (1) | Respond to of 2018
 
Only thing I don't like in your scenario is that any acquisition will take 3-6 months. These guys have been saying that for last 6 months. In this sector, you move quick and fast. Only the aggressive ones will make it. Their existing products have no growth and Andyne acquisition has not made a dent in revenue growth.

Also, did any one ask any questions re. shorts on CC and what happened to HUM's strategy to deal with them ?