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To: Sam Sara who wrote (66084)7/2/1999 8:55:00 PM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
ZixMial/Zixcharge stuff ??

You know more than I do. I originally bought CustomTracks around 10 based on their impressive management (bet on the rider, not the horse), and an intact model to distribute music. When the music part fell away I found something else to do with the money and sold around 15-17.

When I heard that insiders continued accumulating "with no regard to price" in the twenties I decided to buy again, but waited for this pull-back to the low 40's.

So yes it's a blind-faith buy, and I kept it to 1% of assets.

Do you know specifics of ZixMial/Zixcharge??



To: Sam Sara who wrote (66084)7/2/1999 10:43:00 PM
From: Mama Bear  Read Replies (1) | Respond to of 164684
 
"and mama bear bit you for pointing out strong insider buying. "

I don't really think that's a fair characterization. I learned a long time ago (YHOO was in the 13 to 9 range for perspective) it's a good idea to giving very special consideration when thinking of taking the other side of William's trades.

"I know that mgmt team has strong history of success"

They didn't succeed very well with custom cd's over the 'net. Don't you think it curious that the thread header describes a totally different business than the one that they're in? That being said, I'm not short the issue now, but it was very, very good to me in June.

Barb