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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: tech who wrote (4068)	1/16/1998 1:54:00 PM
From: Andrew Vance	Read Replies (2) of 10786

Tech- you got to the heart of the matter concerning the post. Well Andrew, I agreed with the comment in your post regarding Mr. Hansen talking big from the sidelines, yet not talking any positions. (that is why I posted it.) The referenced post centers around the one central theme you mentioned above. The post was more a philosophical difference of opinion and not one of lack of respect for capabilities. However, I do believe words are being spoken and written that should be retracted in fairness to everyone involved. My post had some word phrases I wish I would have tempered or put less offensively while certain posts on this thread seem in need of retraction. I would have to agree that personal attacks should not come into play and that a valid discussion of the facts and information is what should take place instead. As for me, I do not know if sideline advice should be weighted any less heavily than that of an investor. Someone in the trenches may have a great more data, DD, and in depth information to bring to the party but all information is valid in order to make a more informed decision. We should agree to disagree but on more polite terms. As you can see, I have gone to the sidelines on the CSGI thread and just read the posts such as not to add fuel to the fire consciously or unconsciously by inputs I might make since an infrequent poster there seems to use some of my words inappropriately. As you know, I had a slight hiatus from the threads and am looking forward to some good conversations with you down the road as we all get back into the swing of things. Here's hoping 1998 is good for all of us and here's hoping things can be worked out and settled before it gets out of hand. I also think you and Kevin would be in agreement on that score. Andrew BTW-to keep on subject, and for those here that do not know, I do hold a sizable position in this stock and am looking forward to making some handy profits much like I did in other YR2000 stocks I have invested in. I am greatly disappointed that ALYD has yet to move dramatically up now that it has crossed over onto the NASDAQ. As with the other stocks, it might not be until 1999 when they start paying off. It looks like the end users of the services are in Gran Mal denial and looking for a "silver bullet" fix that does not require huge expenditures on any YR2000 company. (Need I remind you of the press centered around the Australian 14 yr old that supposedly had a cheap fix!!!) I am holding on to some core YR2000 stocks hoping for a payoff by 2000, with hopes of continued residual profits out into 2002 to 2004 (if they still continue to perform). While CSGI in not presently in my portfolio, it does not mean there is not a place for it down the road. Right now I think there is better value elsewhere. I could be wrong (and I have been before).

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