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Technology Stocks : Roaring Internet Stocks

YHOO 52.58

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Jun 26 5:00 PM EST

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To: SOROS who wrote (583)	12/29/1998 10:33:00 PM
From: Londrina	of 1530

Do you have some arcane knowledge about Geek being a "mini aol" and just what is the business plane about to unfold? Geek rents ports from a CLEC because they got so deep in the hole that they had no credit to upgrade from analog USR Sportster Modems to Digital Access Servers. Thus broke, Geek had to rent. They do not control their upgrade path by owning infrastructure. Better to invest in Geek's CLEC. Geek's Combined Billboard and Television marketing strategy almost ran them out of business 2 years ago, so they had to stop all advertising for a year, check propectus, fire their CEO, layoff 30-40% of staff and otherwise execute a cost saving plan to save the company from oblivion. Congrats to the management team that represented the Angels who just got bailed out by GEEK's IPO. I see a business plan that almost broke the company 24 months ago. Show me the BEEF in the GEEK. Londrina

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