ARCC Message Board - Msg: 14425893

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Technology Stocks : ARCC

ARCC 19.88

-1.4%

Jan 30 3:59 PM EST

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To: DukeCrow who wrote (71)	9/21/2000 12:39:52 PM
From: Zakrosian	of 83

Thanks for the links. I just can't get myself to spend the time necessary to slog thru all the moronic posts on yahoo to find the worthwhile ones. While there could be some sour grapes on the part of the poster, the comments have a ring of authenticity. Especially with the CTO leaving as well. But if their release stating that the build-out to date has come in some 30% under budget is true, then someone must have been doing something right...unless it just shows they're lousy budgeters. Perhaps the CEO has concluded that ARCC is now in a different phase of their development and they need stronger sales and marketing abilities at the top. P&G has long been regarded as a great training ground for those skills. But unless I'm reading their balance sheet wrong, they have enough cash to last at least another 6 quarters at the recent burn rate (which I'd hope would improve now), so in the absence of any other negative news, I'm pretty comfortable averaging down. I know that's regarded as a pretty stupid strategy, but the only times it hasn't worked for me is with companies with real cash problems.

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