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.

Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (404)	3/13/1998 6:42:00 PM
From: Don Westermeyer	Respond to of 4634

Well, look like you were right about it then! :) That great deal was the excuse for the last run. I can't believe the market didn't react at all to it. It should give back all that gain! I'm going to short on Monday. I wonder if I can get shares? :)

To: Bill Wexler who wrote (404)	3/14/1998 1:53:00 AM
From: F. Lynn	Read Replies (1) \| Respond to of 4634

Bill Have been enjoying this thread a great deal, and concur with your opinions on ZITL, ZONA and BTIM. I am curious why you lump @HOME with these frauds. While @HOME is very over valued, it differs from the former stocks in: 1-having the backing of the best VC firm in the valley 2-having serious partnerships(unlike ZONA) with large well capitalized companies 3-having real products This is not to say it is not a good short(it may be-I have no opinion either way) but rather to observe that it has fundamentals, unlike the others. Eventually, we will have broadband into every home--will it be fiber, coax or what I dont know. but there will probably be some of each--you can count on the justice department to ensure there will be no one winner in this bandwidth market--so I think @home is almost guaranteed some market share, since any domination by the RBOCs will be unfavorably looked upon by Justice. They will have customers--how many I dont know, but certainly more than ZITL ZONA & TRBO put together.