To: NotNeiderhoffer who wrote (277 ) 3/4/1999 8:11:00 PM From: Pkelly50 Read Replies (1) | Respond to of 516
Notneiderhoffer, FYI, Zack's does in fact show consensus numbers of 11 cents for OMGA FY99 as cube so eloquently posited (posited, not posted) Zacks is a static, not a dynamic information source. First Call, a dynamic info source, is showing the following: Lehman 3 cents 1Q99, 20 cents FYE99 Rob-Stephens 1 cent 1Q99, 7 cents FYE99 H&Q 3 cents 1Q((, 15 cents FYE99 Raymond J., -1 cent 1Q99, 2 cents FYE99. Now lets take a look at the numbers. RS is irrelevant. They have been asleep at the switch since the stock was $1/share. I spoke personally to the bright light at that firm in early january. He told me to stay away. Product expensive and offered free over the net. Goodbye. Raymond James posted a note a few weeks ago stating 1999 estimates of 2 cents if they sold no product, and a dollar/share if they executed flawlessly, which they will not do (my guess). During their morning equity meeting, the analyst indicated he could see the stock going to $30/share if they executed on their plan. They have left 2 cents for the year, despite the analysts' obvious enthusiasm. I am not interested in it going to thirty. I would be happy with one-half that. H&Q is a wild card. Their analyst told me he was waiting for a couple data points before getting vocal. He has kept his numbers at 15 cents, but has conceded serious conservatism. Lehman is at 20 cents, and thinks thats a sliver of what they might do. Read next post for more information regarding what the firm and analysts feel RadarScreen and History Bank can add to top/bottom line, which in no case have been factored into the above numbers. It will be all gravy. More to come.