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To: Steve Porter who wrote (24533)11/13/1998 6:46:00 PM
From: Tim McGee  Read Replies (1) | Respond to of 45548
 
Lets also hope that modem and NIC revenues were not substantially down. Remember he only said Pilot rev were up as a % of overall revenues. While i don't think it is the case, it could have been achieved with weaker revenues in other areas.

Don't mean to look at the negative side of this..but gotta have a critical eye when putting lots of $$ into a company.

Tim



To: Steve Porter who wrote (24533)11/13/1998 8:43:00 PM
From: chenys  Respond to of 45548
 
Steve: Our dog is not going anywhere any time soon, you might want to milk $1 per day out of it one way or another in the next week or two, then the equivalent profit for a target price of 42 will be reached sooner than 12 months. Look at the option OI's, you will see what I mean. -q

BTW: I have observed that THQMG, the Nov. 35 call, OI has decreased about 15% in the past two days, mostly selling calls (more taking profits than writing calls) for that price. Also, you find THQMG, Jan. 35 puts and THQAG, Jan. 35 calls both building up. Looks like we have to dig in here for a long haul. It is probabaly going to be harder than fighting Saddam.