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Technology Stocks : The Panda Project (PNDA) -- Ignore unavailable to you. Want to Upgrade?

To: JAGUAR who wrote (1031)	3/27/1998 11:15:00 AM
From: Mike Farmwald	Read Replies (1) \| Respond to of 1521

This is pure hyping on your part. I've talked extensively to Intel packaging people about Panda (&VPSA) and they think it's a joke. In fact, Stanford managed to really annoy one of their senior people. At first I thought JAGUAR was another duped innocent (in a long line - Panda/Stanford loves to feed "inside" information to people who then pass it onto the net.), but I'm getting more convinced that he's a shill for IIRG (International Investor Relations Group) or Panda itself. Hank Powell (the only analyst who covers Panda, at Southeast Research Partners) also has been on this group hyping the stock. "par shooter" seems for real. I'd like to hear more about your experiences at Panda. I've talked to other ex-employees about Stanford and the stories are amazing. Stanford appears to be fairly unstable and very difficult to work with (look at the long list of ex-employees). He also seems to live in some sort of dreamworld, where any discussion with a customer, no matter how cursory or negative, is very exciting and is immediately pitched to investors as sure to result in huge sales. I can't tell whether Stanford is cynical or self-deluded, but in the end it doesn't matter. I've had my own dealings with Stanford. His main response to even mild questioning (about Archistrat) was to start screaming that "the best minds in computer science have looked at this, who are you to question me...", etc., etc. I really do mean screaming by the way, and this was in front of other potential investors. Certainly his (Stanford's) ability to hype the stock is getting less and less effective. The float is too large, too many people have been seriously burned, too many people use every uptick to sell (usually at a loss), too many people with convertibles who are guarenteed a profit by shorting the stock. They need to change the story - we've heard this one at least twice per year for the last 3 or so years. (If you have any doubts, read the old messages in this thread, and then go to the old Panda thread on AOL's Motley Fool, it will seem like deja vu.) I've been investing in technology for a long time and Panda is one of the more amazing running jokes I've ever seen. Mike