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To: John Kessinger who wrote (754)9/24/1999 9:55:00 AM
From: Scott H. Davis  Read Replies (1) | Respond to of 857
 
I'll need a H.. of a lot more convincing. I've seen a LOAD of announcements, deals, partnering... but the consistant inability to actually make anything. I strongly suspect that either their BUSINESS model is very flawed, or their management cannot execute it. Other private comments I've gotten on the e-business echo this. Comments not based on yesterday's turn since that was in the context of the broad market week A/D poor as well as the NAZ % loss) I spoke a while ago that if they can't show a profit after all the deals, the market would sell off, and history has proven me correct. I ain't the only one doubting them.

Scott