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To: Ms. X who wrote (17025)4/8/1999 8:21:00 PM
From: Amelia Carhartt  Read Replies (1) | Respond to of 34809
 
Ms. X:

SIEB is on quite a run. Do you think it is too late to jump on board?



To: Ms. X who wrote (17025)4/8/1999 9:35:00 PM
From: Dave Shares  Respond to of 34809
 
CAMP

Jan, I looked briefly at the press release

Estimate ( 1 analyst) breakeven
Actual .01 profit.

That they beat the estimate is good, but not too significant when there is only one analyst.

Revenues up from same quarter one year ago. That is very good

Revenues down for 12 month period from one year ago. Not so good.

Profit achieved by cutting costs. That is good.

All in all, what is probably more important is what was said in the conference call, which I did not hear. But it could be the beginning of a turnaround ?

From my campfire to yours, and only an opinion on my part.

David



To: Ms. X who wrote (17025)4/8/1999 9:38:00 PM
From: Don Pueblo  Read Replies (1) | Respond to of 34809
 
Good news! Also, they have more cash than anyone thought, and they made money for the quarter. No "bad surprises".

There is precisely one analyst following it now...let's see if anybody wants to pick it up.