Tuesday, December 16, 2003 12:30:50 AM
and there seems to be more uncertainty than usual.
Will CACS make the quarter?
Will it be a blow-out?
How much will Paragon contribute in revenue? In productivity? In costs?
Will the Paragon products blossom with the CACS sales force? Or will they die from neglect?
Will CACS guide up, flat, or down?
Will the 6 million shares sell? What will be the price? When will the sale occur?
What are new products and plans?
How is the competitive space?
I believe the market abhors uncertainty, which explains the recent drop. A good quarter will erase the drop. A great report will push us to 18-20.
Zap
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