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Technology Stocks : Zitel-ZITL What's Happening -- Ignore unavailable to you. Want to Upgrade?


To: HighGain who wrote (13793)1/23/1998 3:32:00 AM
From: Deep Digm  Read Replies (2) | Respond to of 18263
 
High-Gain- no need to apologize-discussion is the whole pointÿ here !ÿÿ As Bob Barker would say"come on down". :)

Look I have no argument with anything you've said.ÿÿÿ The company's in trouble, we haven't confirmed the product, and even though I'm long on this stock I know this is a crap shoot.ÿ I could just as well be in Vegas "shakin them bones" trying to make 8ÿ "the hard way".ÿÿ
After all these months and months and thousands of posts, IMO they all add up to shorts have their reasons for their opinion and longs have theirs.ÿÿ Beyond that there really isn't much else to do but wait.ÿ However, refering to your position in Zitel as an "investment" and mine as "speculation" IMO is because you think you're right and I'm wrong :)))

Please understand, I'm not mad or upset, I'm smiling while writing this.ÿÿ My point is these are just words.ÿÿÿ You can call Zitel an investment all day long but bottom line if the AMC is happy with the code they got back "ON TIME" and gives NOC/MD a contract to do the rest of it for $150M and Zitel shoots to $35 before you can spell "investment", then who cares if I was speculating and you were investing.ÿÿ We're here to make money.

You wrote a big contract is unlikely "given all we know about Zitel, Matridigm and their product".ÿÿ Therein is the real difference between our positions.ÿÿ We don't know everything.ÿ IMO we're on the outside still looking in.ÿÿ Based on the facts shorts have a logical, intelligent, FACTUAL basis for their position.ÿ No argument.

But if it's such a 'given' that this company is going to zero as many have claimed, why's Esping & BRCP & Brady still there, why did Chait leave SRI to go to Zitel, why did NOC give a loser like MD the AMC code to repair and run the risk they might screw it up and cost them the BIG contract THAT WILL SURELY FOLLOW"ÿ IF the test goes well !ÿ And oh yes, where oh where did MD get that $14M they went through last year?ÿÿ Did someone suggest they "borrowed it" ?ÿ Now who would loan a company in MD's position that amount of money.ÿÿ That money came from an investor, someone that said "yep, looks good to me, I definitely want a piece of that....here's my $14M" :))

OAO, FDC, etc., etc., etc.ÿ don't want to be redundant, I've said these things before and nobody has answered them and nobody can, not with certainty.ÿÿ Me, I think something's there and I want to see what it is.ÿÿ Shorts are comfortable with the facts at hand and aren't willing to consider anything beyond that.ÿÿ Me? I want to see what they've got and what's kept them around. So there we are.ÿÿÿ
Hopefully we're way beyond the point where anybody will invest/not invest in Zitel based on what's written here.ÿÿ We've each got our reasons, we believe in them, we've made our bet, and all we can do is wait.ÿÿ It shouldn't be long :)))ÿÿ

Nice talking to you, best of luck and have a great night OH Yeah Superbowl weekend ! ! !ÿÿ Enjoy it

Deep Digm