Thanks for taking time to address my worries. Your response was well thought through, and as a new investor in NETZ it makes me a bit more comfortable. My comments on your remarks:
>1. their books are cooked, and their numbers are not nearly as good as they say. Given all the hype that has gone on about comparisons with DoubleClick, this would be a disaster.
Yup, that's a negative alright! We cannot do anything about this now, only be critical of all details when they're on the table.>
Guess that is the biggest single risk we are all taking. If the numbers validate, this is as close to a sure thing as anyone will ever find in penny stocks. If not, oh well... we'll see. From what I've read, we should have the answer sooner rather than later.
I can't disagree with your other comments. DCLK did put a large, and successful effort, into their IPO and I guess the investment community was ready for such a company. And I agree that NETZ can just play on their PR as a coat tail, which they seem to be doing.
<3. Why have I not seen NETZ technology (sesame, WYW) on the web sites of the companies they claim to have on board?>
<My guess is that you have but not the new stuff.>
If so, then I would fault them for not having some way of making me know that is what I'm seeing. Poor marketing. But I agree that the bandwidth is not yet there for their TV quality technology. Again, we'll see. The bandwidth is coming. I'm particularly excited about satellite-based technology, such as Direct PC and SkyCache (not yet available).
<And, no, I don't think they should hold the demos back anymore, if that is the case. The world has been ready to see them for a while.>
Yep. Have to agree there.
<Maybe our 'posse on the case' [the car full of SI investors driving towards NETZ right now] can get some 'inside' on this issue.>
Well, Newport is not exactly the high-tech hub of the universe, so they should not have a problem finding them. If no one is at the office, they are probably on a sailboat :-)
<Good points! Now, do you have any comments on my comments? Others are welcome to join in too.>
Thanks again for your response. Looking forward to making lots of $$.
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