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To: SE who wrote (7517)2/21/1998 8:59:00 AM
From: Yamakita  Respond to of 10368
 
Scott, whatever you do, don't stop posting! Don't worry about what "investors" on SI think about talking to a company officer. Analysts do it daily (they better). 90% of the people here--probably more--appreciate your hard work.

I'm glad you heard from Rod, and that he's okay. I too get nauseous every time an "investor" here blames him for their decisions. I wish he'd come back; his was some of the most sophisticated analysis to be found here.



To: SE who wrote (7517)2/21/1998 11:04:00 AM
From: CDTPenpal  Read Replies (1) | Respond to of 10368
 
Scott: Thanks for the post covering your conversation with JTO and the one referring to your e-mail exchange with Rod. I really believe Rod got a bum rap on this thread - one that he did not deserve. I would surely like to see him come back and contribute his understanding and insight into BNGO. For whatever it is worth, you may extend this invitation to Rod. May be there are a few others like me who would appreciate Rod's input. Thanks. ... CDTPenpal



To: SE who wrote (7517)2/21/1998 11:26:00 AM
From: Ed Pettee  Read Replies (1) | Respond to of 10368
 
Scott----

I am glad JTO gave you the time and clarification of information in the CC. I can readily understand his concerns about how people on the threads react to issues that they do not understand.. I recall when some body started talking about law suits during the warrant call and John was rightfully very upset and stopped posting. I also recall another principal of the company telling me a while back, how he couldn't believe the non professional, off the wall comments,which appear on all three threads. This leads them to not want to communicate through a group medium but are more at ease on a one on one basis.

I believe information and clarrification of issues from company principals is always better than no information. However each of us should always appraise that information with a degree of professional skepticism. I have observed that most info from BB companies has a decided bias towards the company and you have to keep digging for the undisclosed to get a balance.

One way the company could aid is in keeping the Web site up todate. The cover page that was changed to 16 Bingo halls from 20 was already outdated and should have read 14. There is also a Miscellaneous section which gives the name and location of all Bingo Halls this should always be in sync with the cover page. I talked with a gal at Hdqts. this week and she told me they a person assigned to keep this updated. Also, a great place to answer key questions as they stated they would do quite a while ago. Maybe you could mention this to JTO the next time you talk.

It is also evident from your discussions with JTO that they really do have a problem with accurate communications. Now telling you that they really have 19 halls under investigation but didn't know how to position it to avoid increasing expectations , so they used a range from 10 to 15 ??? . The statement should have been " we have 19 halls under examination, however typically only half of them pan out so we expect 9-10 which added to the others will get us to about 30 by mid year." Then your staight up with everybody.

Again thanks for the time and information. I too am glad to hear Rodney is well and hope this experience has not left him with any unsurmountable issues and important things like health and family are O.K..



To: SE who wrote (7517)2/23/1998 10:02:00 AM
From: Starbuck  Read Replies (1) | Respond to of 10368
 
Thanks for sharing the information you received from JTO and your insight in regards to BNGO as has been expressed previously.

I am assuming now that Rodney has given you the OK to mention that you have received an e-mail from him it would be all right to mention that I too received a message from him a while back. Suffice it to say, the reasons Rodney has for not posting to this group are in my opinion completely understandable and acceptable.

Although I did not communicate with him often, my experience with Rodney (starting on the DCB thread) has been very positive. He has always been straight-forward, helpful, and generous with his time in sharing his insights.

Those of us who have not fared well with BNGO (including myself) made our own decisions when it came to buying or selling BNGO/W. I would love to pass the blame to anybody I can. But, these decisions made were mine and mine alone (and I blew it).

I too would very much like to see Rodney return. If and when he rejoins this forum I hope he will be welcomed and not ridiculed for his efforts here.

Scott, if you ever e-mail Rodney again (he's heard enough from me) let him know some of us lurkers will support him and would like him to return.



To: SE who wrote (7517)2/23/1998 11:47:00 PM
From: Richard Babusek  Read Replies (3) | Respond to of 10368
 
Scott, I appreciate your defense of Rodney. I clashed with his ideas several times, frequently to my own eventual embarrassement.
He responded to my requests for help and information although we had some idealogical differences.

I just returned from a trip that included Las Vegas, where I tried out some video poker. I've always been a crap shooter myself, but the video poker was fun too. I particularly enjoyed a version where you are given the opportunity to cut the dealer double or nothing each time you win a hand, there is no limit to how many times you can double up, it's a hoot.

The problem with this trip is missing the conference call as well as the recording of it. Has any one summarized the call that I might review the major points covered? There are just too many posts here for me to try to cover. Every reference I've found so far assumes the reader knows the essence of the CC.

If anyone has the CC essentials of;
1. Earnings report date,
2. Earnings estimates,
3. Revenue growth,
4. Plans etc.,

I would appreciate a post or reference.

Regards, Ricardo