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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (6100)	9/12/2000 8:36:02 PM
From: Judith Williams	Read Replies (1) \| Respond to of 22706

uf <<can you summarize those volumes in 100 words or less?>> Role of sacrificial lamb ain't comfortable. Intangible assets are plenty comfortable. Networks churn out lots of money from intangible assets. Transaction-based accounting makes it hard to get a handle on intangible assets. Intangible assets expand as network expands. Distortions may have us underestimating not only revenues but when critical mass is achieved. We need to go back to the drawing boards to get a better handle on when networks gain critical mass and on projecting the magnitude/speed of the growth. Pinpointing growth to specific intangible assets may help firm up projections of GAP and CAP. Whew! jw@i'mgonnawriteforuffromnowonnotbuckley@typingisforthebirds.com