To: brad greene who wrote (1323 ) 10/25/1999 10:09:00 PM From: C. McD Respond to of 1570
Brad, ANYI is o.k., nothing Earth shattering, just the kind of stuff that was expected IMO. I doubt things could get much choppier, anyone still hanging around is used to 30% drops and jumps on a regular basis. 1. Kroske - glad to hear they hired a real business consultant, Sitra obviously was winging it and had no clue. 2. Restricted Plan - good move, this allows ANYI to find big investors that don't have to fear having their investment sold from under them. 3. Sitra's 700,000 options don't frighten me now that the price is so low, but what if things get better? I don't doubt some of them were used for Untegrity Capital, which they no doubt sold somewhere over $1. Sitra is the real threat to ANYI right now, since he alone can sell large amounts of stock and sink the price. 4. If the company does raise money (and Sitra doesn't screw things up), ANYI may do quite well. 5. Gross margins are all that matter, good to be up, huge revenue doesn't matter diddly if you have no margin. That $1 million revenue was a joke with only ~$80K margin, looked funny all along. Good thing losses didn't get worse. 6. More websites is good, more lame websites are lame. Raise some money and get some kinda marketing plan together. 7. Sure hope Kroske plan has some attention getting ideas. 8. Doesn't matter whether short-term investors stay on board, the long-termers are the ones who can make a real profit off this puppy. Glad they were up front and honest, glad to see they didn't pull a Sitra and try to make up some rosey b.s. scenarios, most glad that all of the guys involved are going to stick this one through. I never trusted that Sitra would see things out, let's just hope he's not going to make things worse. The guys that are running things now appear to be serious about making ANYI work, and realizing some real value for the stock. If they're gonna stick it out for the next year, I'd think there's a good chance this stock will do quite well.