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To: Mark Bartlett who wrote (8219)	12/12/2001 10:37:08 AM
From: axial	Respond to of 14101

Thanks, Mark - Yikes. The Acqua deal sure makes the price unpredictable. "The generally accepted theory is that AW is shorting the stock through 3 brokerage houses and making the 8% discount. With the call options they can cover themselves at any time should there be news that moves the stock against them quickly -- at least that is my take." I would think this would limit trading in DMX, a lot. The stock is unlikely to hold any gains in this environment. Definitely a new wrinkle in the ol' investing game. Regards, Jim

To: Mark Bartlett who wrote (8219)	12/13/2001 2:17:39 AM
From: axial	Read Replies (1) \| Respond to of 14101

Mark - Just spent another few hours reviewing all the posts, including the great research from Beckysboss. A few thoughts occur - 1 - In the overview, the biggest dissatisfaction with management seems to be their inability to meet their own commitments. However, having sweated a few techs, some of which will never recover, I see progress: missed deadlines, certainly; a failure to articulate "the plan", and some understandable paranoia about the true standing of the products (either in terms of relative efficacy or likelihood of final approval) - but DMX is still staggering toward the finish line, on a few fronts. 2 - The Acqua deal: it looks, to me, like a deal one would have made when the end was in sight. Despite all the grousing, it doesn't have to be permanently crippling. If news arrives in a timely manner, there will be no need for further drawdowns, and there will be no further price drops. As I previously posted, the deal is not accompanied by dilution, and may, in retrospect, serve the best interests of shareholders. It depends on how much use has to be made of the facility: on what the next 6 months, say, holds. That said, if we see another year of drawdowns, then there are going to be screams of pain and outrage - as there should be. But frankly, to a newcomer, there certainly is no basis to conclude that management has been incompetent; I just don't "get" a lot of the negativity. 3 - Perhaps the "price" of dealing with Acqua was not made clear to stockholders: but if DMX should emerge victorious in the next few months, then what a buying opportunity! One that would never have otherwise occurred... perhaps I am not favouring the viewpoint of stockholders who bought at higher prices (of whom I am now one >g<) but I find myself looking for a bottom here, and the chance to buy more shares cheaply. 4 - A lot goes to the question of which posters one deems as "credible" (Di7026, MBartlet >smile<, Opcom, Stocktalkie Betthefarm and Beckyboss). There seems to be the usual assortment: bashers, sincere posters, shorts, and an overall pervasive tone of gloom and negativity, probably prompted by the decline in share price. But the posters that supply the most reasonably argued facts don't seem to support a negative view (though of course, the worst is always possible). __________________________________________ Mark, thanks for your reply. "Fools rush in...". I can't help it - trying to be as objective as possible, I see DMX on the cusp of breakout, certainly before April. Confessions of an incurable optimist...>g< Regards, Jim