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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Hawaii60 who wrote (9730)6/21/1999 6:14:00 PM
From: ynot  Read Replies (1) of 18998
 
go over to the GMGC board and compare what you just wrote to what is typically written there...i will not comment on your belief, but it is eerie on the similarities...the deals, the technology, how GMGC product will be everywhere on the www.

these are a few things that the GMGC longs learned;
it it hard to 'build' a system so that it works/scales well
the 'customers' did not beat a path to the door
there is always competition
there are always those 'darned' private placements or the 'big boys always seem to get a better deal'
it's nice to be a long when price goes up but painful when price drops
you have to sell to make a profit
it's tough to sell when you think your technology 'enables' everything

there is one and only one reason for the spin off-profit
so if you buy from the 'smart guys', IDTC and the VC's, you should consider that you have to sell to someone else, and possibly at the same time as they are also selling

just some considerations, by the way, any ideas on some of the previous questions i had?

ynot :)
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