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To: Mark Fowler who wrote (3114)11/16/2000 1:28:19 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I'm not trading. There's no liquidity.



To: Mark Fowler who wrote (3114)11/16/2000 1:41:56 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I was right about Vicinity. As of the October quarter the company probably (we'll have a better fix tonight) has 14 quarters of cash, it's selling at a 10% premium to cash per share, and is expected to be cash-flow positive next summer.

That means that the business is trading at 35 or 40 cents per share!