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

To: J.Y. Wang who wrote (1915)8/5/1999 8:46:00 PM
From: Lucky888  Read Replies (2) | Respond to of 2514
 
CUST --

If CUST is so bad, why those big VCs keep throwing $$ at it?

L.

note: no position, like to go short if above question can be cleared.



To: J.Y. Wang who wrote (1915)8/5/1999 8:48:00 PM
From: Bobo  Respond to of 2514
 
I am short CUST as well, simply because I believe they are going after one problem that is not as severe as Cook has calculated and another niche market with competition. But it is clear that Cook will deliver products. Look at the $11mm R&D spend in the Q. Good Lord, Cook better be spending it the right way at that rate.


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