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

To: Rick Smith who wrote (1803)	2/27/2000 11:10:00 AM
From: 10K a day	Read Replies (1) \| Respond to of 4120

One of the things that I continue to believe is that he owes us NOTHING right now... LOL! ...I think you got your wish...Already!

To: Rick Smith who wrote (1803)	2/27/2000 11:38:00 AM
From: Ron McKinnon	Respond to of 4120

Rick thank you very much for your response and making it very different from the "fun" posts you have done here so many times (which I thnk is a waste of bandwith) I am open the trading any stock either way, as long as I get a profit I am very biased on ZIXI toward the short side but learned many years ago not to step in front of a moving train until I see it has its backup lights on this stock has gone way beyond clut status; with strong emotions on both sides that's what makes a horse race and gives more neutral parties the chance to ride the waves

To: Rick Smith who wrote (1803)	2/27/2000 12:40:00 PM
From: Kevin Podsiadlik	Read Replies (2) \| Respond to of 4120

One trap that I find many of the shorts falling into is relating the cash burn rate of the past year to the year going forward. If you will allow an analogy here...if your state puts in a new stretch of four lane highway the expense is many tens of millions of dollars, while the following five years of maintenance will be only counted in the tens of thousands of dollars. While examining the fundamentals of ZIXI, I find a striking similarity to this example. I'm afraid I just don't follow the analogy here. How is tech development similar to road construction in terms of business model? They would seem to me to be almost polar opposites. The minute you stop development on any high-tech product and go into low-cost, maintenance mode on it, the product immediately becomes stagnant and is as good as dead. Within a year half the customers you do have will have wandered off to other products. With roads none of those things apply, but all that is just part and parcel with the nature of the tech beast.