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Technology Stocks : Insignia Solutions (INSG)
INSG 10.42+1.3%Jan 9 3:59 PM EST

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To: Prognosticator who wrote (643)1/30/1999 2:18:00 AM
From: Charles Broderick  Read Replies (1) of 1606
 
I have thought about the Citrix claim and I have the following
comments to make........
1.No one here doubts the value of Insgy and we
can all predict a superb future for the company, based on the value
of their technology and we are all guessing as to when it
will translate into the share price. That's the bet!!
No other factor counts...the rest is peripheral.
2.Situations like Citrix put the "Brakes" on the short term
appreciation of the share...they make the investors somewhat
cautious, especially at a time when we are all(together it seems)
gambling on our own judgement, with snippets of (good) information
gleaned from here and there.
3. I think the share has reached its opportunity cost level, it
hurts no one to stay in, and it will remain there until we see
institutional endorsement, "win" news, analysts coming on
board(where from?), or a bid for the company.
4. As always when you are a small investor ( such as those at TSATA
last week, who bought on takeover news, and lost all their money,
when the insider truth was revealed), you really know sweet f***
all, other than what you know, therefore I add a word of caution,
as regards the minnow Graph On, who are out to get as much as they
can, and I just want to be sure that there is no way any award to
them against Citrix can be translated back into anything bigger!
I believe time will show Insgy taking a few million in their stride
no matter who ends up with the money....but one thing's for sure,
INSGY could have done without this, and it has come at the worst
time, and it was a bit of a shock!!
5. We are all "long" together, and no matter what is said on this
board, no one wants to sell, but we have to expect some knocks
along the road to an ambition for a share of $20....such a coup
in investment terms requires some blood to be spilt!!!

I'm long and not buying any more, until this issue is put to bed,
and becomes old news, or until new "news" takes over!!!
Cant comment fairer than that....bit smug maybe, as my holding
started under a $1, so those that bought in higher may feel more
nervous...dont is all I will say...this is a good company!!!

The IrishLampRubber!
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