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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: gancho who wrote (4008)	8/3/2000 1:40:06 AM
From: Larry Brubaker	Read Replies (1) \| Respond to of 30051

gancho, I've listened to at least 10 consecutive holy conference calls and agree wholeheartedly with Zeev's description. The holy CEO is a master at making it sound like the big time is just around the corner, but the corner never seems to actually be turned. Doesn't mean the corner never will be turned, but I agree with Zeev that more proof is needed than optimistic talk at conference calls.

To: gancho who wrote (4008)	8/3/2000 7:24:35 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

It is not a piece of trash, it is a "development stage company", trying valiently to create a massive business in a rapid growth segment of the industry. However, in the process, they have gone through $200 MM of OPM, and there is the potential that they will succeed. I am not smart enough to know if they will or not, but I believe that the behavior of the stock are going to reflect the ups and down of their chances of achieving their potential. The market demand is surely there, but will they be the one to benefit? Zeev