To: V$gas.Com who wrote (39935 ) 3/3/2000 7:30:00 PM From: ztect Respond to of 44908
V$gas......................................... You should print the post. Call either Wheeler or Henry and ask him to discuss each point. Any point that neither IR person can discuss or is unwillingly to discussed should be complained about directly to IR and if you go to the share holder's mtg directly to RG. Most of the info that W. writes doesn't appear to be material. However, items about Coke's satisfaction and possible broader participation by Coke and its subsidiaries should be disseminated to all shares holders at the same time, and not to those who live nearby. If RG is making stock price projections and revenue projections, I think there is both a danger of over optimism on the part of RG and embellishment or misinterpretation as literal a hypothetical statement on the part of the person doing the reporting. For example, Cantwell noted in one of his post some timeback that RG made a facetious price projection several years ago, and the facetiousness of RG's comments were lost upon certain shareholders. For example, RG previously mentioned the ROnald McDonald house as an example of the type of charity tsig would like to partner with, yet some mistook his statement as the announcement of a done deal. For example, I attended the shareholders meeting last summer that lasted from 5 to 7 PM, yet W. reported he attended the same mtg that lasted until much later. I would construe that if RG made any comments about stock price or revenues from forthcoming deals that these are hypothetical ruminations over eagerly being presented as materials "facts". Speaking with Gordon, in person and on the phone, can lead anyone to understand how his words can be easily misconstrued and misrepresented. You'd think Gordon would have learned by now that his ebullience that is such an asset as a salesman can be a liability as a businessman. This quick assessment of Gordon's personality made from only brief interactions and a lot of second hand sources, is what made me so elated about the installement of Keegan's new management team primarily because it allows RG to concentrate on what he's good at and that is salesmanship...which, at times, to those not critical when doing diligence or healthily skeptical enough, is a bit too good. z