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tw telecom AŞ Message Board

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  • brace7 brace7 Jul 28, 2003 4:20 PM Flag

    Can anything be taken from the close

    i dont see a sell off...i dont think theyll miss...i would say potential of upside earnings....
    theyre taking work from someone.......
    i think todays down was just following other telecoms not able to compete here....

    i hope....


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    • this sell off at the end was on very low volume. My take it was a few retail investors who don't have the history to understand this company. We will find out tommorow, but I expect the theme will be centered around continued progress and execution of thier business plan.

      EPS is less meaningful right now as timing for CAPEX and depreciation can skew those numbers dramatically.

      IMO, the important thing is to look at revenue trends and business fundamentals. TWTC has built a lean enterprise in which small revenue gains will improve the profit situation in a big way.

      Good luck all longs! Double digits soon!