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Replies to #15158 on The Black Box
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wahz

04/12/04 8:14 PM

#15162 RE: dieselfuel #15158

thanks, I am just going to step back...I have to get a bunch of paperwork done, taxes and just follow the results that come in, to see with a clear mind whether we are making progress here or not. I don't want to feel like I am trying to sway anyone here one way or the other. We need to see more progress on the communication equip front...the turn was obvious with jnprs and brcms Jan results then the market decided we already had that built in and needed to sell it all off, all the way to last summer. I can't say strongly enough how insane I think that is and was, but its not about me: the results must be so good and keep getting better so as to blow out the most positive analysis.

Lets get a bunch of the data in and then we can see how we are really doing...I am not going to get drawn into this deal of basing my decisions on the direction of the tick right now...some of you know I can trade mo mo with the best of them...but i think its a mistake to do that right now