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To: Cal Gary who wrote (9818)	6/16/2002 3:25:15 PM
From: axial	Respond to of 14101

Hi, Cal - "In hindsight its so easy for threadsters to call it a Rebecca mistake. Camp NICE understands the logic that led to this conclusion but doesn't endorse it. There were only a few who predicted Provalis was going to fail a year ago because Provalis was a small outfit (Camp FUD), but in reality absolutely nobody knew." A well thought-out, and different POV. "Camp NICE's position is Rebecca made a business, a commercial, a relationship decision. A decision that always comes with a risk. A risk, especially when tied to granting of an exclusive right." Agreed, Cal. I think this is where some would say The Mistake was made. Not that I'm hung up on it; as a matter of fact, I consider it an interesting, but probably unimportant matter. To a large extent "the mix" of factors that motivated RK to go with Provalis is unknown to us. As others suggest, maybe it was linked, in part, to up-front payments, and perceptions of Provalis as "small, but hungry". "She placed her bet that Provalis would prevail fullfilling their obligations, representations and promises. Now she is cutting her loss. Bravo." Yes. I agree the decision was not without risk. To some (though evidently not to others) the key here is that RK is managing the business. That is the best we can expect. That is what we want to see. Those who beat the drum for Perfect Decisions with Imperfect Data are creating unrealistic expectations - and then "crowing" when they are not met. Thanks, Cal. Yes - Wolf 2002!