Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (10236)	10/8/1999 8:48:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 14427

That's a constant reminder of how important it is to have a management team that communicates regularly with analysts That's a really important insight, Steve. Look at DELL, they are masters of the spin. INTC's in that league and MSFT usually too. You have professional managers running the show, not entrepreneurs for whom the biz has outstripped their managerial competence. The selective disclosure, however, is a different issue from competence and should be reviewed ( a la the WebVan stinky pooh-pooh) HIFN - I recognized the risk when I went in - although I didn't anticipate the halt which really did me in. I made a similar trade on DY in August with substantially better outcomes.

To: SJS who wrote (10236)	10/9/1999 7:04:00 AM
From: Thean	Read Replies (3) \| Respond to of 14427

Shame on the anal-yst for saying: "I was right but not right enough," Doesn't he know a double right's makes it 100% wrong? But then, this is the trait of the trade. As to strong management, I would put CNXT and RFMD in the strong camps. These two companies also communicate frequently with the public and analysts through tech conferences. One needs to listen to the conference call to get a sense of this. As I'm sure all of us are going to listen to the upcoming Q conference calls by the semi's, why don't we make it a point to report on the character of the management team on this board? I will do my part. Has anyone used Net2phone? I downloaded the software and it was a POS. It never gets to the screen where I can register (as instructed in their webpage) and no resolution could be found elsewhere on their website. I called the tech service and he pointed me to something completely rubbish. I'm very disappointed. But their international rates are still very tempting....