A little daylight for Mr. Risk..
To: Pancho Villa (6087 )
From: CalculatedRisk Friday, Apr 3 1998 2:56PM ET
Reply # of 6615
Pancho, ACLY & ZITL (also TAVA). YES YES YES! IMO, the next loser will be TAVA ... I'm just checking this puppy out ... DDIM fans will love this one. Their hot product is a CD with a "methodology" for fixing embedded system problems ... sounds like a variation of the "Ardes2K" red herring!
Also, I smell a "death spiral" convertible coming! Cash flow from operations is terrible. Gotta be careful with this one ... lots of KK'ers think they walk on water (another ACLY!).
Regards, Bill
To: Bill Wexler (1346 )
From: CalculatedRisk Wednesday, Apr 1 1998 6:17PM ET
Reply # of 1366
Bill, <OT> I'm starting to take a look at the TAVA joke! So far it is hilarious! ... have you heard the last conference call?
vcall.com
In twenty years of shorting stocks, I've never seen so many "gifts"!
Best Regards, Bill
To: Patrick S Booth (4576 )
From: CalculatedRisk Thursday, Mar 26 1998 3:01PM ET
Reply # of 6615
Patrick, re:TAVA. Be careful ... the hype is unbelievable! The whole premise of TAVA is a joke (i.e. one company can solve all Y2K embedded system problems) ... but most of the people who invest in Y2K are naive - both technically and with regards to investing. This is a great combination for us ... eventually.
Regards, Bill
P.S. perhaps someone should start a thread on timing Y2K shorts.
Interesting reading, no?
Allen |
