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.

Strategies & Market Trends : ZixIt Corporation (ZIXI) -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (475)	11/6/1999 11:14:00 PM
From: 10K a day	Respond to of 4120

You think it is really Cooks' Passion to be a leader and see this through to the end,,, you think someone who changes biz plans as fast as he does,,, from music downloads,,, to wallet systems,,, to email systems,,, all in 2 years,,, without cranking out a start up project,,, you think he has the drive and determination to see this through to the end,,,, through the hard times,,, you think someone who gets that pissed off over a conference call and the backlash from the analysts,,, you think he has the chutzpah,,, to see this through,,, is it his dream? his passion? is he 20 years old with something to prove,,, or is he middle age,,, fat and happy and sitting on tens of mllions of executive call options that he's just itching to dump at the first chance he gets,,,,, geeze,,, he doesn't strike me as a John Chambers,, or a bill Gates,,, he strikes me as a go with the hot product of the moment,,, and always a day late,,,, and missing the window of opportunity,,, Granted,,, Blockbuster,,, what more can be said,,, but that was what 15-20 years ago,,, was it a different time? a diffrent world,,? different competitive advantages,,,, this world is moving so much faster than any of us ever thought it would.... I am amazed at the speed that all of this is moving,,,, if you sit back for a moment,,,y you miss your window of opportunity,,, and the technology is obsolete,,,,,

To: 10K a day who wrote (475)	11/6/1999 11:20:00 PM
From: 10K a day	Respond to of 4120

I listened to the annual meeting call,, and i just didn't hear the FIRE in the Gut,,, excitment and passion about this project. For a guy who is supposedly, changing the course of, ecommerce,,, i just didn't hear it,, i didn't hear that drive,, i didn't hear that excitement, i didn't hear the bubbling with anticipation, it just wasn't there, what i heard was a bunch of unanswered questions, that Mr Cook could not answer, or would not answer, What i heard was a bunch of confusion, in direction, not knowing what was important, not knowing the specific, short term directives, not having a clear focus, that's what i heard, i heard a man who was most concerned, with his exective stock option plan, (which started the meeting) i heard a concern about changing the name of the company, i heard a very superficial and confusing description of the product, and very little beefy technical agenda or plan, i heard a man who was more concerned with running down the street for a Cup of coffee, than he was wanting to stand up there and sell this e-commerce changing product,,,,,that he had,,,, But that's what i heard.... --------------------------------------------------------------------------------