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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: BinkY2K who wrote (8008)	6/21/2001 7:08:04 PM
From: RockyBalboa	Respond to of 10293

You have no clue, Bonk2yk, Asensio has a stellar track record, and if he says something it is usually not to contest...

To: BinkY2K who wrote (8008)	6/21/2001 11:16:10 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 10293

Kevin, I never argued Asensio does not have a good batting average. Please avoid putting words in my mouth. If I was a short, I would listen carefully to what he said but be careful to hop off quickly since he got on before me. I don't need to put words in your mouth. To quote you: "...what is left of [Asensio's] reputation", implying that you apparently believe that that one misstep with NSOL (as you have been unable to supply anything else) is sufficient to all but destroy Asensio's reputation. This is precisely why I am surprised at his involvement with REFR at this end stage. I'm afraid that's begging the question. The whole debate is over whether this deal is in fact the proverbial "it" for REFR or just another in a long line of false starts scattered across the years. And you speak of "hopping off quickly" as if Asensio's calls are meant to be short-term plays. Please, that has to be the first thing to learn about Asensio is that day-to-day stock movements mean nothing to him; it's the fundamentals of the company and whether or not they are telling the truth that is his objective. The stock price will take care of itself in due course based on those factors. Asensio knows that, and that is what he plays for. Every time. My proposition is that Asensio was brought into this when some of his clients got nervous and asked him to help them get out. Not to win, which they clearly can not do. Just to get out with minimal losses. A nice little theory but Asensio's record proves to my satisfaction that he always plays to win. So what we come down to in my view is a "which is more likely". A company with an extremely long history of unfulfilled promise has finally found the formula for massive success AND at the very same time a noted short seller is going directly against his normal modus operandi to save some clients from an imminent squeeze, even though he had never advised them to be short REFR before and there's no reason for him to risk ruining his reputation by taking responsibility for it now. Or, REFR is pulling yet another fast one and Asensio has them pegged as he has so many other companies in the past. We can bet a case of Pepsi against a case of Coke, if you insist. It was Dixon's wager to begin with, I don't see why either of us really needs to adopt it. But since you're enough of a stand-up fellow to offer, I'll reciprocate by offering you the same odds I offered her, $100 cash from me vs. a 12-pack of Pepsi One from you. But only if you really want to go through the trouble of remembering to collect on this bet in 2004. To be honest my main thrust in even offering the challege to her was because I sensed she was bluffing with it. On that count I consider myself vindicated.