RRRR: Rare Medium Group (soon to be) formerly ICC Message Board

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Technology Stocks : RRRR: Rare Medium Group (soon to be) formerly ICC

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To: Mama Bear who wrote (673)	5/9/1999 7:02:00 AM
From: Mary Baker	Read Replies (2) of 1150

Mamma Bear...I don't think that the longs could give a scenario that would ever quite please the shorts on RRRR... It was tried before and ridiculed...bring up fundamentals and they fall by the way side with talk of convertible debentures, going concerns, Apollo letter of intent... Bring up business model and it is mocked as "others have tried and failed" another CMGI...yuck, yuck, yada, yada... Bring up Apollo...leads to Leon Black the vulture capitalist only in it for himself/will cut his best deal/you can forget about the shareholders... Bring up management and they are belittled as newbies to the Internet (Meyers)...Barnes and Nobel rejects (COO) etc... Bring up TA and well...just chalk that up to being a gap up...an aberration...not to be duplicated...this puppy is doomed to failure... This is a CNBC pump and dump... Bring up customer/clients...well they don't count...doesn't add to the bottom line...what possible revenue stream did they contribute... And of course there is the "geez this is just a former airconditioning company...what the heck do they know about Internet Incubating what a joke"... ............... Now, in my mind each of these points has been addressed and I was in this company long before it flashed on radar screens...but the shorts came and delivered many prepackaged "we seen this before" diatribe...as well as some good and valid concerns. I think at this point in time we are dealing more with psychology of the short versus the long...so now we must agree to disagree. Do I think this company will go bankrupt and turn to vapor? NO. Do I think this company can succeed in their business model? YES. Do I have the patience, time, and will to let that happen? YES. Do I need to cash in now and spend my money elsewhere? NO. So, I have answered these questions adequately for myself and am following my plan of action. My plan of investing. Do I see great potential here? Yes, indeed I do. WHEN it will happen and how HIGH...that is unanswerable. I will leave that to others to ponder...maybe an analyst will try in the future... Ultimately it comes down to one thing, time is on my side for now... They don't call us LONGS for nothing! Aloha, Mary

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