Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (2748)	5/25/2002 3:13:04 PM
From: Logain Ablar	Respond to of 2850

John: Thanks I saw that post before. My immeditate concern when I saw it was SAP revenues and saying how are they going to replace those revenues. Well from the exchange standpoint if I remember correctly CMRC indicated they didn't expect the exchanges to start contributing in a meaningful way until 2003 (this was back in 2000). FWIR the cmrc / exchange agreements were patterned for 10 yrs (I'm sure not all were the same). One of my concers was the company being behind in matching cost with revenues. Even last quarter their burn for this year increased by 30M. This weeks news was positive, at least somebody is benefiting from the product. I think Hoffman has a dream and vision and he's bet the company on it. Now we only have to see him start to buy shares to know he believes the company will survive. Hey I see you met Bob Furnam. I met Bob in cyber space when I invested in cohu a couple of years ago. Great guy and he knows the semi sector investing pattern / cycle (although not as well as Zeev Hed). Tim