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To: Bill Harmond who wrote (65982)7/1/1999 5:52:00 PM
From: Eric Wells  Respond to of 164684
 
WMT market cap of $1 trillion by 2000? You're right, not likely. I think Wal-mart needs to spin off a Wal-mart.com and take it public (although it might be met with the same reception as BNBN). -Eric



To: Bill Harmond who wrote (65982)7/2/1999 12:02:00 PM
From: Sam Sara  Read Replies (2) | Respond to of 164684
 
William- CUST

I noticed you were long CUST, and mama bear bit you for pointing out strong insider buying.

I am intrigued by the company. The ZixMial/Zixcharge stuff could be important. Any opinions about possible entry point? I am considering waiting till close today, to take advantage of end of week daytrader exit, and pulling trigger then. The IR conference call 7/7 should not have major effect on price, but I am concerned that market will rise on the whole continuing through next week, and carry CUST with it.

Lots of contrarians on this company- I can't believe that strong insider buying was your only reason to buy this company. Do you have reason to believe they can play catch-up effectively?. I know that mgmt team has strong history of success, but this is is still spooking me.

Finally, how much have you won so far in Vegas? Any good casino stocks <G>?