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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: thecalculator who wrote (37599)	1/7/2001 8:22:12 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Doing the 'needle in a haystack' work for ya Frank...but don't bother reading it if you don't want to. You missed my point, tc. I looked through your Yahoo references before I responded to you. I just didn't think they were needles. uf

To: thecalculator who wrote (37599)	1/7/2001 8:26:21 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

don't bother reading it if you don't want to. The point has nothing to do with the amount of effort involved in doing the reading, vested interests in other positions, or whatever else leads you to such a flip approach. The main issue we have tried pointing out to you is that this forum is dedicated to looking at investing from a particular viewpoint. We don't claim it is the only viewpoint, by any means, merely one that we like. We also don't claim that this viewpoint will identify every good investment; quite the contrary, it is only intended to identify investments which fit particular characteristics and others are intentionally left "on the floor". Consequently, we ask that when people want to discuss a company on this forum, they do so from the viewpoint and vocabulary we use here. To do something else is rather like going into a French restaurant and placing your order in Italian. Aside from this main issue, I believe that you have also received some feedback about why, based on the limited presentation to date, we don't feel that MCOM qualifies as one of the type of company we are interested in discussing here. This doesn't mean that MCOM doesn't offer a potentially attractive service to certain people in certain areas right now, but looking long term as we do here, the likelihood of MCOM achieving saturation deployment on a worldwide basis seems diminishing small in the face of what we see coming from wireless providers. This suggests that MCOM will have difficulty competing once the serious wireless data services are deployed ... and that isn't that far away. And, a smaller issue, which you seem to have ignored, is that our standard of evidence is rather high on this board. We ask for quality and we get it, as evidenced by the in-depth Hunt and Project Network reports and the many postings from people with substantial knowledge in their respective areas. In that context, links to Yahoo posts are somewhat lower on the scale of credibility than the junk we catch analysts disseminating. Lots to learn, but worth it. Please read the manual and see whether you still think MCOM warrants presentation here.