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Message: A Few Things.....

A Few Things.....

posted on Dec 17, 2004 08:00AM
First, I hope the SPEA experience indicates to those insisting that qtr over qtr improved revenues is the only thing that will move the PPS. 3-4 cents to over $10 in a couple of days based on one PR, with significant dilution (and really not that much volume). One killer PR. And who said the King is dead?!

About the Agora change in process. Key words: ``in process``. Let`s abate the moaning till it`s done. I suspect that the updated site will have everything in the way of features that the old version had, including more ads (AARGH!). But these guys deserve to make more bucks (to possibly fund archive capability that we`ve complained about for how long?).

Along these lines (i.e., pre-mature moaning), Outback (and responders) got a little carried away last night. While he started his ``discussion`` on a correct path re: speculation on when we can expect a PR from EDIG, it certainly went down hill from there. And some here added gravity to the verbal downfall. Again, he did start with a good point, Dec 21 would be an appropriate day for EDIG to announce something if it`s indeed coming before year end/this qtr.

Concluded Anandpura, ``We expect further orders, announcements and updated business and revenue guidance this quarter, and continued improvement in our business.``

While Atul included the CYA word ``expect``, there is a credibilty issue here (which has been an issue with EDIG for a very long time). While EDIG may to some extent be a victim of circumstance, at this point they should have a better feel for what`s coming down the pike, and they should have learned from experience not to set up expectations. And ``updated revenue guidance`` is completely under EDIG`s control (even if the update is only to say that guidance is unchanged at this date). But Outback`s moaning was certainly pre-mature; the qtr ain`t over yet. And it may turn out as some suspect; a ``last minute`` PR on Dec 30 (two weeks from today). I prefer the 21st though! (to give the market a better chance to react, and to clear our thoughts for a better Xmas!). ``Sooner`` is always better! (just ask EDIGOkie!).

But I KNOW nuttin`!

SGE

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