SI
SI
discoversearch

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.
Non-Tech : Dawson Science (DWSC)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bob Davis who wrote (294)6/18/1997 11:12:00 AM
From: charles moore   of 397
 
Bob:
You started sending me the Napeague letter after I had bought
MTY as a result of me being on the MTY board on AOL .It never did
well even though I feel it has great Potential. I finally sold it
as I just got tired of sitting there.Yes, I think that your views
on DWSC and MTY are both very balanced. I bought AXC also listed on the Amex several months back. Unfortunately this stock has not
done well and I believe that it is because too many are looking at
something called keepered media and on every Board whether it is
SI or AOL etc that seems to be the central core of the messages. As
a result it is perceived as a one product Company in spite of many
patents and products in other areas. I bought at 6.5 and sold some
at 6 3/8 and some at 6 1/4 as it never moved.The other day I bought
some DWSC as a speculative thing at 6.5 and today it is at 10.375
last check and I might bail at this time for a 50% profit even
though I think it might go to 12.

Even though at this time MTY and AXC are the better values I believe
that people perceive AXC as making more money should KM come to
pass,however, too much emphasis is based on it so that it does
nothing when KM does not come to pass hence it is perceived as a
one product company.I dont know the problem on MTY for sure but
I suspect it has a lot to do with their Business whether people
see it as Seasonal or just dont understand it or just feel it doesnt
have much potential. But DWSC is "perceived" as having Potential. I
have a B.A in Business Admin and a B.S. in Accounting so I understand
the figures but they dont always fit the scenario. I bought AMD at
20 watched it go down to 10 where hindsight tells me I should have
bought more even though the figures at the time said no. It went
back above 45 and now is about 39 and I am still holding. Look at
Netscape that had no earnings and gave away free Browsers that was
over 150 at one time.It is the "Perception".Just my opinion.

Charles
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News