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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: LTK007 who wrote (19914)9/1/1999 11:03:00 PM
From: Softechie  Read Replies (1) | Respond to of 56535
 
Max Check out the licenses with 2 Chinese ministries: Department of Education and Information Technologies. You think if Zi people can fool those guys? Just want you to know these 2 rule 80% of all electronic devices in the country. Licenses with Korea and Ericson. I'm looking at the power behind the product and not necessary the product itself here. Remember who backed MS-DOS?



To: LTK007 who wrote (19914)9/1/1999 11:06:00 PM
From: Softechie  Respond to of 56535
 
ZICA It's OK to short the shit out of it so we can bring those people that are in 2's 3's and 4's up to sell. No big deal. I'm in for life. I've got MDCM to keep me busy anyway.



To: LTK007 who wrote (19914)9/1/1999 11:22:00 PM
From: Softechie  Respond to of 56535
 
ZICA I have the full transcript of last conference call. It's in MS Word format. If you want to read it send me a private mail with your email address. It should answer some of your questions.



To: LTK007 who wrote (19914)9/2/1999 12:41:00 AM
From: Softechie  Respond to of 56535
 
Max Here's interesting post on ZICA.

Here's a copy of an interesting post on Raging Bull site on ZI
(By permission of Lamonline):

"Zica is a strong buy. I totally agree with you. To all who is reading this, Don't listen to the guy named Lucky or Pulvia.

I was born and grew up in China. I know PinYin, and I know Wubi. These input technology existed 15 years ago. I used them at that time in China. Pinyin was simple to use but very slow. Wubi can be fast but very hard to learn. There used to be special traing school to train secretaries to use Wubi.

Now if those input methods are superior to Zi's, why the Chinese authority decides now, after almost two decades, to adopt a product made by a foreign company? Believe me, if any home-made input technology is even close to Zi's, the priority would always be given to the home-made. Don't forget in China the slogan has always been: "support and facilitate national industry and product". In other words, China imports too much technology already. Don't think the
Chinese government like it. They really don't. They import only when it is really necessary, only when the product being iimported is simply so good that it can help China, still a developing country as China likes to call herself, to advance fast.

So The message is clear: the government wants the children to learn computer fast, and they want them to use the best input technology available to faciliate that. They found Zi's technolgy is as such. IMHO, ZICA's risk now is only if someone come up with an even better method. Until then, Zi is the most efficient, coolest prodcut.

The stock has run up significantly in a very short period of time and reached a historical high.
Some correction is expected and healthy. Nothing goes up every day.

But I want to warn you shorters: what if Simens, building a $150 million wireless network, or Nokia, building a $500 million network, announces adoption? Remember, China is not going to build wired networks any more. Just the wireless market is huge enough for Zi to go a lot higher.

People in Hong Kong already use Zi to write e-mails and they like it so much. What if Yahoo decides to use Zi for Yahoo Chinese surfers. What if MSFT wants to add as a plug-in for Explorer's Outlook or even in Windows. The Chinese users market outside China is also too large to ignore. Also, what if some announcement for the Japanese market? the Korean market? What if Zi is to be listed in one of exchanges in China. By brother and some friends in China said to me on phone that
they will buy the stock if it's listed there. These are not facts but merelly possibilities. But don't be surprised if some of these possibilities materialize.
The already known facts are already good to me. The bottom line is, it's not easy to do business with Chinese officials. They tend to be emotional. They are always suspicious of your sincerety in your early dealings with them. Once you really get their trust, they will make you a real winner.
They obviouslly like this Canadian company, their product and dedication. That to me, is worth a lot. Anybody who wants to bet against this, is doomed to losing.

(Voluntary Disclosure: ST Rating- Strong Buy; LT Rating- Strong Buy)