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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Hawaii60 who wrote (9730)	6/21/1999 6:14:00 PM
From: ynot	Read Replies (1) \| Respond to of 18998

go over to the GMGC board and compare what you just wrote to what is typically written there...i will not comment on your belief, but it is eerie on the similarities...the deals, the technology, how GMGC product will be everywhere on the www. these are a few things that the GMGC longs learned; it it hard to 'build' a system so that it works/scales well the 'customers' did not beat a path to the door there is always competition there are always those 'darned' private placements or the 'big boys always seem to get a better deal' it's nice to be a long when price goes up but painful when price drops you have to sell to make a profit it's tough to sell when you think your technology 'enables' everything there is one and only one reason for the spin off-profit so if you buy from the 'smart guys', IDTC and the VC's, you should consider that you have to sell to someone else, and possibly at the same time as they are also selling just some considerations, by the way, any ideas on some of the previous questions i had? ynot :)

To: Hawaii60 who wrote (9730)	6/21/1999 8:17:00 PM
From: Mr. Pink	Read Replies (4) \| Respond to of 18998

You have done excellent work Hawaii and Mr. P$nk concedes that you know your stuff. Nevertheless, the valuation and the technology are still troublesome and the last mile issue....their costs will go through the roof. mp

To: Hawaii60 who wrote (9730)	6/23/1999 12:26:00 AM
From: Tokyo VD	Respond to of 18998

Hawaii, I'm a little rusty, but let me jump into your IDT world with a simple question: What is Mr. Garcia's current job title and where is his place of business these days? Tokyo PS-Softbank is throwing investment money into alot pots (e.g.-Global Sports). I believe you should NOT confuse these actions as a sign of validity of technology/branding (especially when they buy stock at a discount to the current market price or in a sweetheart pre-IPO deal).