To: Pruguy who wrote (4726 ) 12/26/1999 11:00:00 PM From: Scott C. Lemon Read Replies (2) | Respond to of 5843
Hello Pruguy, > I have no links to offer....Simply what I heard from both IR > departments....They both say they work closely together and have a > great relationship. > > I know they are also both on some board, which I can't remember, > that has the purpose of setting up some standards Your statements led me to believe that you had some solid facts, or information that I was not aware of ... I was trying to get this pinned down. Sounds like nothing has changed between the two for now ... > Scott, your technical knowledge is deeper and better than I could > develop in 2 lifetimes,but sometimes I think that doesn't matter. But my technical knowledge is only in a few specific spaces ... you, no doubt, are far smarter in other areas! Besides, I do agree that there are numerous factors that effect stock prices ... > More than pure technology goes into making a great company and a > great investment. Not very long ago you were very vocal(negatively) > on actions Novell was/was not making....I don't think much has > changed in the last couple of months with Novells products or > strategies, yet the stock has doubled.. Yep ... when George Gilder adds you to his list of ascendent technology companies, there is nowhere to go but up ... for a while. I'm happy as can be on that, as long as it stays up for a while so that I can get out of some after the New Year! ;-) > Real doesn't need to have all the right alliances or the BEST > technology....They just need to execute well for the next five > years and the world will be their oyster. ... and they will do "ok" in the market ... and I will have made my money and more ... and I'll continue to look for the next investment. I'm only in these stocks for the time that I expect to see large advancements and "domination" in their segment. If the growth curve drops, or if a new competitive technology arises, then I invest there. I'm not into investing for "religion" on a particular company ... I simply try to evaluate how they fit into my "inevitable evolution" theory ... as long as they do, I'm in. (And in actuality I'll probably *always* hold some stock in RNWK ... I'm simply looking for a point to take the majority of my money in it, and invest in newer companies ...) > While I worry about each eigth of a point my stocks give back, I > have little to no doubt that this company will end up right where > GLaser wants it....that is one of the 10 important companies to > evolve from the internet I know that he *has* to be working on something ... I'm just trying to figure out the angle! ;-) Scott C. Lemon