To all
Well I sold my dec30's today for 3 1/8, bought at 2. I hope to get into the Feb25's as Gary suggests, sounds like a good play to me what with the split and the earnings, just hope for a bit of a pullback.
A few comments about the Clik drive. I think the market potential is big but I was a little confused about they're approach. K.E. stated that they were going to sell the drive retail and then once a market presence has been built at the retail level, like they did with Zip, they would have some leverage to approach OEM's to sign deals. I dont see much demand for the Clik drive at the retail level. In an OEM product I can see it doing well and I would of thought that they would go straight to the OEM's.
It's going to depend on execution once again. If they can provide the entire solution such that I can take my Clik disk to a photo printer and they stick the Clik disk into their Clik enabled printer, computer, whatever, and print off my photos, then I can see this being succesful.
I like Microsoft saying that they would support Clik in Windows CE, hence HPC's and PDA's.
Anyhow, just a few thoughts.
Gary and Trufflette, appreciate your posts and insight, always helpful.
Jambo
Long IOM
P.S. Like the name as well, much better than N-Hand.
P.S.S. One more thing, mark November 28th on your calendar, that's when they go to court with this Nomai thing, I'm say 30% worried, should I be worried more or less. |
