Allaire Message Board - Msg: 14502621

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Technology Stocks : Allaire

ALLR 1.112

-10.4%

Nov 6 3:58 PM EST

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To: 10K a day who wrote (456)	10/3/2000 1:26:40 PM
From: 10K a day	of 612

Continued Conspiracy theory: Big Broker knows that questions about scalability are in fact questions. Big Broker knows that 450 thousand developers like the product but can be caused to raise doubt if they become dirt poor. Big broker knows that This does not take a rocket scientist and that 10 weeks of training can produce a Very credible and efficient developer. Big broker knows that if developers are cranked out by the 10's of thousands that will severely hurt his high flying POS. Big Broker knows that Developers are enthusiastic about the products and the scripting power of the products. Big broker knows that the products are not perfect but neither are the products of the HIGH flying POS which he owns. Big broker has a good handle on the technical rundown of the product and does, in fact, perceive this product line as a competitive threat. big broker sees earnings growth continuing at a Blistering pace in this sector and is willing to do anything within his power to damage any and all perceived competition. Big Broker understands and believes this is all about perception. big broker knows that perception can make or break a 450 thousand developer community. big broker remembers netscape. big broker remembers Free. Big Broker understands margins and cost cutting. big broker understands fee schedule of developers cost of start up. big broker understand boom to bust first wave of e-busineses. big broker understands that second wave of ebusineses will be more frugal and efficient and learn from the mistakes of the failed many. big broker knows the story is not dead but he thinks he can strangle any further competitive threat through strong armed tactics. big broker probably has heart disease and wakes up pissed off at the dog every morning. big broker would probably like to have my address so he can come put me out of my misery. Big Broker needs out of his Big Short position and volume is drying up. big Broker will buy back at higher levels but intends to hold the stock down as long as he wants. Big broker knows there is a 45 thousand open put interest at 7.5 that will get him out of a big short position if it goes in the money. Big broker knows that somebody could sell a 45 thousand deep in the money put position (Put Backspread) and buy the crap out of the stock on a whim.

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