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Re: AKvetch post# 25449

Tuesday, 09/17/2002 9:14:56 AM

Tuesday, September 17, 2002 9:14:56 AM

Post# of 704041
AKVetch, thanks for the story. I'm a bit surprised ZRAN hasn't issued a press release responding to the sharp drop in their share price. However, even if they did confirm 3rd Q numbers, (as I understand they did in an analyst meeting about 1-1/2 weeks ago), I still fear a downward revision is possible for 4th Q. As for ESST, my biggest disappointment is the magnitude of the drop in 4thQ expectations. IMO, it will be quite some time before ESST share price recovers, as the CEO has lost quite a bit of credibility. ZRAN does look tempting at this price level, but, not until they issue some statement regarding 4th Q outlook. Hopefully ZRAN won't make me wait until their 3rd Q earnings release before providing a 'green light' forward outlookwink


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