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To: kinkblot who wrote (13)7/2/2000 3:04:37 PM
From: John Finley  Respond to of 75
 
I'll try posting this here.

I think Wall Street should be wary of ADSK. It certainly isn't clear that their vision will come to pass. I think that they are positioned well should their vision come to fruition, AND I like that vision, but that doesn't mean it'll be profitable. Selling things online doesn't seem to be as of yet <gg>.

When their trailing valuations are closer to representing their non-internet business growth it'll be more interesting. However the loss from Buzzsaw and RedSpark should be included also. I want to buy ADSK but I think they'll have rough sledding for a while esp. while the internets are in their "weed-out" phase.

JF



To: kinkblot who wrote (13)7/6/2000 4:57:29 PM
From: John Finley  Read Replies (1) | Respond to of 75
 
Will
SI is still having problems....
However, on the humorous side....
Air Products and Chemicals, Inc. introduced their technology to NASA and was selected to assist a KSC team on the Development of a Cold Gas Compressor System to Convert Liquid Helium to High Pressure Gas. Site construction for the liquid helium system is scheduled to begin in the spring of 2000.

from: technology.ksc.nasa.gov

Gee, I can do that with no development needed <gg>

Did you see BBC? Up 25% yesterday and 23% today!
JF..