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Technology Stocks : Zitel-ZITL What's Happening
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To: CatLady who wrote (12948)11/22/1997 8:51:00 AM
From: TEDennis  Read Replies (2) of 18263
 
CatLady: >>If the methodology and automated tools are as good as they claim<<

Precisely! IF !!

And, "if" they're as good as they claim, then why not charge more for them? Don't you pay extra for premium brand Vanilla Ice Cream? Or pay extra for a Mercedes over a Volkswagon (you'll notice I stayed in the same country of origin to make the comparison less susceptible to International currency fluctuations).

I think the "mobile code factory" is a marketing gimmick dreamed up to combat the argument that the client's code must be shipped offsite to a "factory". The tools run on a PC. Everybody knows how much "fun" it is configuring a PC to do what you want. By having these preconfigured machines available in the back of a van, MD's tool can be made accessible to clients quickly. Note that this is purely my guess, and I've never heard it elsewhere. The guess probably came about because I'm a strong supporter of performing the whole process in the environment where it executes ... on the mainframe. Yes, you too can be a mainframe bigot!

Note that I'm not a supporter of this stock. It has so many nasty financial scabs on it that most experienced investing folks will avoid it. But, I'm not an investor. I'm a gambler. If what I read into the radio interview was correct (lots of activity going on behind the scenes), then when the news hits the streets this stock will pop (insert the shorts' joke here about "zits").

Still neither long nor short. Still looking for the silver bullet. Still convinced there is no such thing.

Regards,

TED
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