bill...did you ever meet one of my proteges, bobby bender??
too bad he bolted on the huskies to head to vandy...
have been a fan of yours for awhile...i only wish you had recommended gnet in barrons 18 months ago<instead of 8x8>...
2 thoughts on the 'net crash that is coming...possible triggers
1)FASB and their proposed rule change<yep, the one that has Chambers of cisco quaking>...pooling and HUGE writeoffs of in-process R&D...would be tougher to get away with...Athome/excite, Yhoo/gcty, and Yhoo/bcst could all be endangered if the FASB has its way...
2)the dirty secret of yhoo is brought to light<instead of the 38 million UNIQUE and registered users that yhoo claims...the TRUE number is probably closer to 8-10 million...MANY, MANY of us have multiple registrations on yhoo...i have over 200 unique and different email names with yhoo...(to explain, most free downloads last only one week...and so i create a new identity each week<fake name, etc.>...)
your thoughts...especially on the proposed FASB change...will this change be accepted in your opinion???
yours with a chair,
coach knight
PCs are almost free and access is getting there...check NETZERO.com
intel, gateway, dell, aol<< they will all suffer fates worse than my players...> |