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Technology Stocks : Pacific Century CyberWorks (PCW, PCWKF)

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To: ms.smartest.person who wrote (2338)9/9/2000 2:49:26 PM
From: .Trev   of 4541
 
Guess who??

Your points are well made. I was thinking yesterday particularly that a lot of the writers and analysts seem to be hanging the CMGI withdrawal round PCW's neck, and that maybe they should look a bit closer to home, CMGI's home. Seems to me we haven't yet heard the full story of CMGI's problems and that they don't necessarily relate to PCW. There may be some ego contests involve too but we'll probably never know.

A couple of weeks ago it was plain that we were still drinking froth and had not yet got down to the beer. Too many announcements on too many different JVs and too much "Glittering Generality" Just my two bits worth. IMHO you don't build a Titan by just talking about it, you have to achieve closure on some of your deals and announcements.
I have said to you several times "It's going to take time" I just hope we don't get the "Calvary" treatment in the meantime cos I'm still long too.

Cheers
Trev
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