To: Tim Davies who wrote (972 ) 2/18/2000 4:52:00 PM From: john Read Replies (1) | Respond to of 1774
From THE raging bull........ just a few thoughts from a long-time lurker... Kitty litter is worth a lot of money... Now let's hold off that thought for a few and consider some other points which have come to light in recent months. 1. Digital is an Oil & Gas company with real technologies, that really can make a large profit if leveraged. Emphasis here is on the amount of time, and money it takes to move a deal like China to maturity. 2. Digital is an Internet/Software technology company with many technologies in "development." Knowing a little bit about software, one thing is for sure, it takes real time to make, and 0.5% of the population are capable of comprehending the level of detail and development required to do what looks to be very simple things. What does this all mean? There can be extremely valuable technologies brewing in development that take real money and time to bring to maturity... 3. Digital currently doesn't have a gushing source of liquid assets. Sum-thus-far: Digital seems to have very valuable/powerful technologies tied up, waiting on only a steady stream of revenue to fund the investment to get these technologies distributed. Hrm. What does Digital need most? Revenue. Software & Gas are too costly on the initial-investment side to be able to leverage for startup capital.. Sounds like we need a cash crop, right? I've reviewed the press releases again and again, and it looks like the only thing holding Digg back is a good source of revenue to operate with, and full-reporting status with the powers that be. Now we know digg needs money to get credible reviewing to get back to a "fully-reporting" status. Kitty litter is like cigarettes to cat owners; you can't decide whether to buy it, only which one. FINALLY, sum in the notion that this litter might have a real competitive advantage, and that it's teamed with a very reputable pet-industry-megalith. Yeah. I'd say we're on the right track now. -=Agaliarept=- (Voluntary Disclosure: Position- Long; ST Rating- Buy; LT Rating- Strong Buy)