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To: John Stewart who wrote (1097)4/18/1999 8:04:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
John,

I suspect that the revenue / earnings growth will precede increased coverage. I've not seen analysts show the same quality foresight as their hindsight.

While INTC will ultimately have "second" sources for all key equipment, I suspect the next round of upgrades will still exclude MTSN there. Thus GSNX may retain #1 strip position in NA for another year or 2.

I think this bus is going to go a long, long way. Thus those that don't board, this quarter will probably have several more opportunities to much more than double their money.

JMHO,
Ian.

Those who wait for these things to happen first will miss the bus, IMHO.