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Technology Stocks : FRANKLIN TELECOM (FCM) -- Ignore unavailable to you. Want to Upgrade?


To: David D. who wrote (186)4/6/1999 1:44:00 PM
From: TOM MICALE  Read Replies (1) | Respond to of 2891
 
A lot of water has flowed under the bridge that's true. One thing remains a given here. The management has brought in some top guns, and they know what it takes to get the job done. This Company has no where to go but up. LONG AND PATIENT



To: David D. who wrote (186)4/6/1999 4:08:00 PM
From: Seth L.  Read Replies (1) | Respond to of 2891
 
David with out a doubt you hit a couple of great points. At this juncture however all orders large or small are welcome. Remember the smallest of orders could be a prelude to a much larger follow-up order. Sell them big and small but keep pushing product out the door. It all adds up.

I want to add my opinion to #2 if I may. You stated"2. Because of #1 above, there is uncertainty as to what is going to happen in the next and subsequent quarters. Revenues could tail off due to lack of future orders. Also, FNET has not dumpped significant revenues into the mix. That has been a bit disappointing as it was believed that FNET revenues would be substantial and so would FNET margins.

I see no reason yet to get nervous about subsequent quarters revenues. FWIW I fore see growth for the next few quarters in both hardware and Fnet usage and expansion. FNET is a growing entity. I was very disappointed with what was reported last quarter. I am hoping for a better number each and every quarter for many many quarters to come. I am not disagreeing with you I am just offering my observation and guess. Not that I am right its just that I have a big mouth.GGGGG

Sethy



To: David D. who wrote (186)4/7/1999 12:28:00 AM
From: J L Segal  Respond to of 2891
 
Daivd, thanks for the explanation. Makes a lot of sense.
I think I'll sit tight, for now, & stay tuned, in hopes of some positive developments.

JL