To: keith massey who wrote (1056 ) 10/1/1999 7:39:00 PM From: Michael Brandon Read Replies (1) | Respond to of 5053
Okay, you pulled in someone else who's been flying silent reconnaissance on a selected set of message boards. These posts strike me as some of the most genuine and insightful of any I've seen (not only by Keith, but many others as well). It's exciting to see an opportunity that allows such a thoughtful and methodical approach to speculative investing. I've been holding Jordex since Paul Sarnoff's recommendation to buy in '97, so my handle should probably be "rock of ages", at least by today's investment standards. Seriously, Keith, you are a champion in spirit, and deserving of at least a Pokemon designation of "master trainer". Your insights have kept me invested in this company over the last several months. Jordex and its investors owe you special recognition, especially if you put in an order for 3.5 million! Don't worry, you are not being held accountable for the future performance of this stock. I was allocated shares in the Medscape.com IPO through an account with Wit Capital. Your analysis of the differences between Medscape and Medsite, IMHO, have hit the gnat on the eyebrow. It adds to a string of indicators that the repositioning of Jordex is strategically managed. Also, IMHO, Jordex is quickly approaching a decision point which has to take into account investor sentiment (to some degree) and long-term investment return. I am very hopeful that they are seeking a deal with a company offering a viable infrastructure presence in E-Business, E-Commerce, data communications, or open systems security. The challenge I see is that investment bankers and underwriters of all shapes and sizes are stumbling over each other to make deals with "hot" sector entities right now. Will that drive Jordex into a "lukewarm" or more speculative arena? I can only imagine that they are in a maelstrom environment behind the scenes trying to pull the "right deal" together. I'm always in learning mode, especially about investing. I appreciate everyone's input to this board - it's a good one. -Mike-