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Technology Stocks : Equinox Systems (EQNX) -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (692)	3/12/1999 11:31:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 765

My gut is it's a reflection on the sector & segment (small/micro cap tech) rather than the stock. ADIC, PTIX, PERLF, AXC, tanking prime time - AXC had further strong announcements, ADIC had rallied to near 20 (too fast too soon, retreated to the 13's, reported an incredible qtr, recovered briefly, now back into the 14's) PERLF is now near 2 PTIX, just had a record qtr, now even better FA, 18% upward EPS surprise, sold off. Small cap funds are getting hit with redemptions, thus selling to raise cash, furthering the sector selloff. I have 3 of the highest networking co's per Zacks, not doing me much good. VICL, ISIP down substantially from where they were 1 and 2 years ago, despite good clinical progress and good cash reserves (in VICL's case, very good across multiple clinical fronts, multiple major pharma buyin, and no piece of bad news) I'm too intellectual/normative for my own good. The future of VICL is incredibly better than most of the Inuts. The techs above have far better FA than the S&P & are projected to grow must faster. I don't do index or Inut because the #s don't add up. Better go to sleep - guess I can't add. Scott

To: HeyRainier who wrote (692)	4/5/1999 9:01:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 765

There goes that Head & Shoulders pattern. A rather rough day for such a strong day in the market. On another note, here are some questions I posed to the Investor Relations at EQNX. Here is my email: _________________________________________________ Subj: Investor Questions Date: 3/31/99 To: invest@equinox.com Some questions: 1. What is Equinox doing to improve its Return on Invested Capital? The company is burning a whole in its pocket with its cash reserves, it seems, and the company, though with no long term debt, appears to have a less-than-optimal capital structure. 2. Therefore, are there any plans to reduce the company's WACC by perhaps exchanging some equity for light debt? 3. What is Equinox doing to reduce its cash conversion cycle? 4. What plans, if any, does Equinox have in leveraging the cost structure of the Internet to increase sales? 5. Can you please explain what characteristics you consider to be Equinox's main competitive advantages in the marketplace? How defensible are these characteristics? Thank you. Your response, or lack thereof, will be noted by the investment community. Rainier (March 31, 1999) ______________________________________ ...and a prompt response followed (Thank you Mr. Hamilton): Subj: Re: Investor Questions Date: 3/31/99 10:05:44 AM Eastern Standard Time From: BHamilton@equinox.COM (Bob Hamilton) To: ETr8der@aol.com Dear Mr. Trinidad: Thank you for your continuing interest in Equinox Systems Inc. In order to answer these and any other questions you may have about EQNX please call our CFO, Mark Kacer, at 954-746-9000 ext. 243. ___________________________________________________ I have had my hands tied recently with my upcoming job transition (into the portfolio management division!!, but not yet a PM), and am trying to find the time to ask Mr. Kacer. If any others would like to take the lead and find out, I would love to hear what others have to say. Regards, Rainier