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Technology Stocks : CustomTracks Corporation (CUST)

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To: Tom Hua who wrote (714)6/10/1999 12:17:00 AM
From: sargent  Read Replies (3) of 2514
 
Tom,

Let me ask you this, since the facts are scarce and we are left to speculate on many things (both longs and shorts).

How do you know that the technology CUST is developing hasn't been in the works for much longer than everyone thinks and, recently, after realizing that they had something great with their transaction technology, coupled with the fact the music portion of their business did not hold as much potential as this transaction technology, they decided to scrap everything to focus on this new breakthrough product?

Obviously, this is pure speculation and I have no idea either way, but I believe Cook has had a history of stirring many pots, until he figures out which one is the hottest.

This speculation is not any crazier than some other reaches I have read recently on this thread(ie trying to read into the CPTH thing, etc).

FWIW
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