To: md1derful who wrote (95 ) 1/13/2000 12:53:00 PM From: BinkY2K Read Replies (1) | Respond to of 593
Dualstar comparisons to Brix, I looked at their web pages and see them as a fairly small player at this time. They install a broad range of products but seem more focused on the installation of products from other vendors. Some of what they install is out of the range that Brix is interested in, such as heating and cooling systems. And, I suspect they are having cash flow problems. I think people need to understand that this is a market where there is room for lots of players. IDTC/Brix can do very well by getting even 1% of the market since almost none of it is wired yet. And, although I like MD1derfull, I have no interest in listening to his advice that I listen to ANYTHING Steve Fancy writes or suggests. I have heard it all, repeatedly, and don't find him credible for many reasons, none of them recent. He seems to think he understands things better than anyone else. I don't. I understand them well enough to take my own advice and do well enough to please me. And, my own advice is a combination of what I gather from many sources and my own rational decisions. I listened to his words, for a while, but found him even more bearish than H60 is bullish. And, H60 tends to be right about the things that matter to me, such as what businesses and announcements are coming. Eventually, the market should reflect that underlying value. Short term, the market is foolish. They value companies that lose money highly, and deprecate those that make money. Unlike some of you that worry about ancient history from 2 years ago, I am only around since May and 80-90% of my shares are just a few months old. I have interest in making plenty in the short term and even more in the long term.