Golden Genesis (GGGO), formerly PCOM Message Board

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Technology Stocks : Golden Genesis (GGGO), formerly PCOM

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To: PuddleGlum who wrote (90)	2/3/1997 4:46:00 PM
From: Gerry Petencin	of 145

Steve, So now we sort of know whats going on at PCOM, the Coors guys are in charge. I'd be sort of excited about that if PCOM was a micro brewery, but all I see now is that a management team which was successful has been disturbed. What the solar electric business needs are panel prices going down to $3 or $2 a watt, new management doesn't change the reality of selling a product (photovoltaics) that has economics stacked against it except in a slowly growing set of niche areas. I guess the positive spin is that maybe ACX can supply the $3 / watt panels someday and PCOM becomes the distribution vehicle. Or that PCOM management was in fact mediocre and Coors will enliven the company. But I did try to sell 80% of my shares today at $3, but the order never kicked in. My guess on the volume / price runup a couple Fridays ago is that it was somehow related to Kaufmann leaving, options being exercised, an arranged sale/purchase of sorts that didnt reflect real trading of the stock. But like always, who knows?? Not me , and I think I need to reduce my exposure to this new PCOM. What do you think Steve?, is there a big positive here I'm missing? Gerry

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