To: Steven R. Bergman who wrote (7362 ) 10/24/1997 4:45:00 PM From: Rick Read Replies (1) | Respond to of 12454
>>>>>What it still comes down to, in my mind, is that I have yet to see or hear someone make a business case for this product. It may exist, but it's not obvious, at least not to me.<<<< Well Steve I see that you too asked "obliquely" for participation from one who might make that case and I assume you have heard the usuall thunderous silence. So try this. Rick's mistrust is wrong: They "developed" a new product just as they said, and "integrated" with the BT stuff, just as they said. Immediately thereafter: Along comes 4.0 class browsers and renders the fruit of their development obsolete for BT purposes or anyone else. True to Form: CCEE in their PR's (always has maybe always will) looks like the tail (CCEE) wagging the dog (SOFTWORKS). So in keeping with SOP they think it sounds good to keep saying how they integrated. Other considerations: Viewed in the light most favorable to truth in SEC filings, and perhaps even a sleazy truth in PR's, they tell that brand of truth that deceives, i.e. They have never said they have ANY BT deal. They say in their filings there is no revenue from d b express, they say there is no promised revenue in "development opportunities", they don't say there is real revenue from or projected growth anywhere but in SOFTWORKS, in fact they say we may have to take massive writeoffs just to shed ourselves of the dbx albatross. Other considerations that make Rick right: Nobody has ever said there is any BT deal to assume. INGRID plays mind games to make hopeful, scared, non-critical thinking, shareholders jump to that assumption. Conclusion: Where ever "Guess Where""All of them" is ,THEY better get back and report the "Ingrid" phenom. to the proper authorities and get some repair work done before they compound it, even more, by even holding any meeting, let alone allowing a vote, on the kind of proposals presently on the table. THERE IS SOMETHING MIGHTY FISHY IN THE LAND OF SKCOTS AND IT IS STILL CENTERED ON THIS THREAD!