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To: David Alan Cook who wrote (3007)1/21/2000 10:43:00 AM
From: robbie_nw  Respond to of 3627
 
interesting article on the internet incubator game:
forbes.com



To: David Alan Cook who wrote (3007)1/22/2000 1:29:00 AM
From: David Smith  Read Replies (1) | Respond to of 3627
 
You still have not responded to my last posting, in which I raised the following issues:

"So we have dramatically slower growth for traditional domestic ISP service, a huge increase in interest and use of broadband, the optimization of operating systems for internet use by Microsoft and others after some early problems, and a stunning, constant and exponential increase in memory and processing power....do I have to spell out for you where that leaves minor, obsolete fringe products like NetOptimizer??"

Where DOES that leave NetOptimizer? Rather than responding "well, Earthlink must like it" please explain to me how you think this is a GROWTH product that will translate into sequential growth in light of the industry trends discussed above.....

That's ultimately what it comes down to...not "money flow" or "on balance volume" or my favorite: "Need to break $2 bid on heavy volume" etc etc etc.........