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Technology Stocks : Cyberian Outpost (Symbol: COOL) -- Ignore unavailable to you. Want to Upgrade?


To: ajas who wrote (1080)2/4/1999 7:45:00 PM
From: Leo Francis  Respond to of 1932
 
ajas, as investors, we should welcome contrary positions, and opinions, and debate. This action can be used as a tool to constantly test our positions. Unfortunately, JudgeFool, is a fraud and a coward, who rarely posts anything substantive. He still cannot admit he has a short position with COOL. Yet all his posts, ex 1, is on the COOL board!-g-

Now, back to business. I was at the conference in SF. The general mood, or feedback on COOL was very positive. Vick, especially impressed many. Peck, seemed polished and very confident. Most believe COOL will beat estimates this Q. I heard one negative, and that was about the laptop carrying case example of increasing margins. The point of implementing a product mix strategy could have been better presented.

We are definitely going to see some recommendations, and soon. The other opinion I found interesting, is that most thought the 3 million in revenue per employee, is very doable, and felt Vick and Peck were intimating this can occur short term if their experienced trend continues. Current headcount at COOL is about 150, and growing, the math is simple.

2 billion market cap is not unreasonable, especially with successful results from new software COOL is implementing.

For traders, I think we'll see some money sneak in, and then wham, big surge. We may have just seen the start today.

Good Trading, LF