Gorilla Game Investing in the eWorld Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla Game Investing in the eWorld

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (192)	9/7/1999 11:15:00 PM
From: Percival 917	Read Replies (1) of 1817

Tef and Merlin, I sent a PM to someone who has been submitting very detailed posts on the ARBA and asked him to pay a visit to us and see if he can answer the proprietary issue among others. On the CMRC thread the last post was on Aug 5th and one of the last posts copied below was not positive to the sector in general. Joel To: David A. Stern (33 ) From: Auric Goldfinger Thursday, Jul 29 1999 9:12PM ET Reply # of 36 In fact, ARBA is the best of breed and has it tough going against the SAPs of the world. My view on CMRC is that they are 2nd in a very tough market and they are gobbling cash at a prodigious rate. Yesterday's loss is not something you want in a market environment like this (with higher interest rate one needs to discount future earnings even more and this company has quite a few quarters before cash flow break even let alone positive cash flow). There is nothing wrong with the product or management, I just think there is some tough competition and this kind of investment gets cheaper quicker. This stock should have remained in a venture portfolio. You are right, this is not my typical type of pick.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next