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Technology Stocks : Aspect Telecommunications (ASPT) -- Ignore unavailable to you. Want to Upgrade?

To: corporal spewchunks who wrote (429)	10/19/1998 12:13:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 2018

No actually John, the far more influential firm, Goldman Sachs lowered it's eps estimates from $1.40 to $1.15. So Jackson isn't the lowest on the street. BTW, ASPT certainly didn't meet expectations and in fact the Morgan Stanley analyst chris depuy said on a conference call a week before earnings that he certainly didn't expect ASPT estimates to go higher. From an analyst that just got a nice pay day from doing the convert deal that's a pretty cautious perspective. It was Depuy that spooked me more than Jackson. Why the conspiracy theories and why the attack? Isn't this supposed to be a discussion? Yes I know Jackson well, and I like him, he's a good analyst. If I had dumped my aspt holding i wouldn't be bothering with this thread. Jackson is the reason I'm sticking it out since I trust his work much more than the other sell side reporters (er, uh I mean analysts.) I also know he has no ties to davox which doesn't have much to do with aspt anyhow. If much of aspt's incremental growth is due to come from overseas expansion, why aren't there more risks with earnings due to y2k issues and a potential european recession? Institutions care not just about estimates, but the degree of risk associated with those estimates. In a bear market for technology stocks the risks are viewed with more weight then they usually are.