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Technology Stocks : CustomTracks Corporation (CUST) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (1340)	7/8/1999 12:11:00 AM
From: Arvinder Malhotra	Read Replies (1) \| Respond to of 2514

Thanks Tom, I went short today at 45 1/8. I normally do not short. Cust is the only stock that I have ever shorted. It will be interesting to see how the market perceives this news because it is still not available at yahoo where the masses get their information. Arvinder

To: Tom Hua who wrote (1340)	7/8/1999 1:00:00 AM
From: NicholasC	Respond to of 2514

Good post from Yahoo: "Hi, Why has the CUST discussion turned so black and white? I do believe that there is a demand out there for enhanced security solutions on the Internet. There are lots of companies working and selling such solutions. They have PHDs and superstar CEOs. Ones, probably more reputable in the technology field than Cook (e.g. ex-VP of IBM division), and technical teams that have been built for years. Perhaps Cook has the right solution. And, perhaps he doesn't. I honestly do not feel that the stock price is risk adjusted. VRSN IPO'd at less than where CUST's market cap is at now. At that time, verisign had customer, a viable and used product, years of operation under its belt. A sales force. A staff of technical people. Revenues. And a proven concept. CUST does not have these. I realize that longs believe that Cook is making claim that he has all this under wraps, but he doesn't. He has hinted but wouldn't commit. That is the most disturbing aspect of this company. They have competitors but they don't. They've got a product but it just isn't ready yet. Why doesn't Cook just shut up until he really has something? Shouldn't he market to customers not Wallstreet? I read a recent article about how companies are being contructed for Wallstreet and not as fundamental businesses. It appears that CUST is such a case. If you feel that you are paying a price for CUST that is adjusted for the risk you are taking, buy more. -D"