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Technology Stocks : Zitel-ZITL What's Happening -- Ignore unavailable to you. Want to Upgrade?


To: Steven M. Kaplan who wrote (17287)10/14/1998 10:14:00 AM
From: Bob Trocchi  Respond to of 18263
 
Steven...

>Can you please point out to me where he says "umm, ahhh,ummm, ahhhh", as I am having some difficulty locating the phrase. <<

I know that I cannot compare to you in regards to accounting or finance. However, after spending a career in Marketing, IMO, the response you received is translated by me as "umm.ahhh,ummm,ahhh."

I know that implies reading between the lines but Rich surely would not have given me anything to feel good about relative to ZITL's relationship with Keane.

BTW, I am short ZITL and long Keane. I am way ahead on ZITL and behind with Keane as it seems all companies who are involved with Y2K are biting the dust. So much for 1/2 of my smarts. Maybe ZITL will improve Keane's results but I would not count on it.

Bob T.



To: Steven M. Kaplan who wrote (17287)10/14/1998 11:08:00 AM
From: Marconi  Read Replies (2) | Respond to of 18263
 
Hello Mr. Kaplan:

Frankly, I think your 'question' and apparent satisfaction with the conference call 'response' was a banal exchange. The persistent avoidance of substance is characteristic of poor management practices; the performances of Matridigm and Zitel are dismal and often reflect many poor management practices, including making flowery statements and informing investors of nothing--that is misleading. The quote from the cc you cite is an example of this. Normally, candor is called for to have decent investor relations. That is lacking with Zitel in my two years experience observing the company spokesmen.

Investors' equity is being squandered. To justify the present market capitalization of the newly diluted shares would require an unheard of level of business growth successfully, with very substantial performance immediately and for at least the next year forward.

The cc confirmed to me that I should expect continued losses from the combination, and to remain short...through 1999 if need be.

Regards,
m



To: Steven M. Kaplan who wrote (17287)10/14/1998 2:52:00 PM
From: Michael  Respond to of 18263
 
Debating you is useless, Steve.
Only one thing counts in the end.
Zit/MatriDigm is getting closer and closer to zero.
Another New Low 2 3/16, so far today.
What do you not understand about 2 3/16, Steve??

Ps : transcripts edited out ummmmms and ahhhhhs, all the time.
Just listen to conference call again , Steve.

Sure is a Nice Day. Thanks for all money , Steve.

Your Friend, Michael



To: Steven M. Kaplan who wrote (17287)10/14/1998 3:08:00 PM
From: Michael  Read Replies (1) | Respond to of 18263
 
Go to the 32:15 mark in conference call for Steve's question.
At 32:35, Richard Ormond, responds, with at least 20 "ummms".

Sure is a Nice Day

Michael