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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing! -- Ignore unavailable to you. Want to Upgrade?

To: jonggua who wrote (3623)	5/5/2001 11:31:25 AM
From: Hal Campbell	Read Replies (1) \| Respond to of 4169

" Why did I choose this one? " LOL.....well James, don't you think many of us, initially attracted by clear value, fell In Love with what seemed to be the potential of this company. Somewhere Over The Rainbow investing can turn some of your best investing and analytical qualities against you. As you imply, a word of caution about sector assumptions. Picking the right sector does no good unless you also pick the right stock. For instance storage sales grew for years in the sector....AXC's very steadily dropped. Let's hope the hard earned experience and ITG and their new developing syndication infrastructure give AXC an edge in the streaming content sector. I would say that, for now, they could very sharply increase net revenues just by having the 87 employees go to work at McDonalds for a quarter ..lol....ayiyi....but though true(compared to the 4th quarter of 2000) that would be a very cheap shortsighted shot... Survival is the item on the table now. My personal assumption is they have it covered...at least short term. But if they leave us hanging in the wind much longer as to the nuts and bolts of handling that bridge loan, my symbolic vote will be NO across the board (not that it will make any difference).If they clearly cover and convey survival basics....we sure deserve at least that much ... I'll stick with what brought me here...to the bitter or better end.Good Luck!Longs could use some here.