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Technology Stocks : MBT International Inc. (MBTI)

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To: Bradley W. Price who wrote (4)1/6/1999 10:07:00 PM
From: Mathew MacIver   of 212
 
I've read the business plan and think that the reasoning is sound; they're also making money.

I'm also a CIO and can see that they haven't separated their production site from their development site - with agrimall as well as liveathome.com. Bad news. (The latter is prettier, but totally unusable.) Investors without imagination coming to their site will be totally turned off unless they clean up and take their experiments off the web.

They should stick to their knitting, get some *real* professional development discipline and fly. Their best hope is horsenet.com, a fine site, but they haven't consummated the deal yet. And who knows how the development chemistry will evolve.

Still - great idea and no one else is in front. This may be VisiCalc to someone elses 1-2-3, but money was made on the former.

Risks, but I'm long.
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