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Technology Stocks : Allaire
ALLR 1.120-9.7%3:54 PM EST

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To: Joseph F. Hubel who wrote (483)10/6/2000 1:33:56 PM
From: 10K a day  Read Replies (2) of 612
 
I believe with all seriousness that there could be as many as 7 million shares short (counting the PUT position) on this 17 million share float. I think there is a lot of anger and bitterness on the part of the shorts. I think there is an extreme level of projection and pain on the part of the shorts. I think it is being shorted by some groups who have an interest in trying to change the positive perception of Cold Fusion and other allaire products in the development community. I think it is a projection of fear from some of the Multi-Billion dollar companies such as SEBL, Commerce One and Ariba because basically the technologies involved with what they do are all merging at a pace that is faster than anyone believes. I think the competitive advantages of the Commerce one's and Aribas of the world are next to nill. and i think these guys Boldly and innocently attempted to bite off more than they could chew. I think they tried to challenge some of the market spaces of the Aribas and that pissed somebody off. I think this is all a Big Masquerade of something bigger. I truly believe there is nothing wrong here other than the shorts being vocal and trying to scare the living crap out of people by making them poor.
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