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To: Andrew Vance who wrote (1197)2/29/2000 6:21:00 PM
From: Pink Minion  Respond to of 1305
 
Please bookmark and help us figure out the top:
Subject 33590

I feel we're still at least 6 months to 2 years away.

Andrew,

Appreciate your thoughts on the last part of this post:
Message 13007310

BTW: A lot of development stage companies have positive book value. That is what funding is all about.

MH



To: Andrew Vance who wrote (1197)2/29/2000 8:39:00 PM
From: SemiBull  Read Replies (1) | Respond to of 1305
 
AV,

You said: "We are not talking about products 3 years down the road. We are talking about products that have been tested and the very first rollout is occurring."

I respectfully disagree. IMHO we are talking about at least 3 years for a "commercially viable" produict, regardless of whether these products that have been tested with a rollout set. Perhaps this is a dispute over semantics. By the way, aren't these product "shipments" to the Gov't as a result of DARPA CRATA?

I tend to also agree with your spin on SVGI underappreciation. The market is always right, the market is always wrong. It is this duality that allows some to make money, and others to lose it.

Just one man's spin....SemiBull