To: Don Hand who wrote (3286 ) 4/18/1998 9:23:00 AM From: Goodboy Read Replies (2) | Respond to of 21143
Hey Don, is it inside information to go to a trade show and speak with executives of cable, satelite and equip vendors and ask them what they know about digital roll out and who the players are? Is it inside info to take a card and then call someone at a CCUR competitor and inside the conversation ask them about their product and who they see as their competitor and have them talk about CCUR and what is happening with CABLELABS (industry group that is setting standards for digital roll out). I am pretty sure as in my last post that I directed my tech questions to TMRENT, not you. I have learned some info from some posts in the past and I would like to know if I should in the future consider his industry or tech knowledge legit, in light of the fact that I have done a lot more homework on this industry and company over the last 6 months and have a basis to not just blindly believe some of the statements made by someone who is in the industry. I talk to people in the industry and some of the questions I have asked are already known to people who are not from CCUR or SFA or ONCO or GI. There is a lot of stuff going on behind the scenes here. Everyone knows the stakes are high right now as to which vendors or standards the cable industry will go with. As for my comments to Steve. Hey, the guy is calling people suckers. You can go back to old posts and see he has had the smae tune. My point if you read that post is that the suckers are those who traded the stock rather than those who accumulated it at both lower and higher prices. At least on the basis that the stock is at a 52 week high and if you bought it at 2 or 2.5 or 3 you are making money. Most likely people are up 50 to 100% considering that ample opportunities have existed to own the stock at 2..25 or below over the past 6 months. That is not a sucker. For those who are capital constrained or those who must rely on a 10-k, web site and this thread for their info on company, I cannot blame them for not having the confidence to own and hold a large percent of their net worth in this company. Especially on the basis of comments on this thread from people you don't know (me included). I found posting here fun. Have never done this before on any thread. Didn't even know what a thread was until I started reading CCUR's. In my business, I have to have a lot of confidence in what I will take a large position in. I cannot get confidence unless I try to make myself an expert (or at least very informed) on the industry and company as possible. I have done that here. Again I will tell you that it is rare to find a company with this kind of opportunity that is profitable, no debt, bottom line growth and transformation from a hardware to software business that DOES have growth potential. There are plenty of tech bets for 100 to 500 percent upside. They may also end up 50 to 100 percent downside. Time will tell with this company and that time is near (industry folks telling me that). The market is at 9000, that means anyone who was bearish on the market over the last 2 years at this moment is wrong, without a doubt. CCUR is at 3.5, a 2 or 3 year high I believe. That means anyone who was bearish on this stock at this moment is wrong. Simple statement. Those who bought at high prices in the past or bought into the hype are probably up 30 to 50 percent. I would think most investors on this board are up over 50 percent maybe 100. If you bought above $3.50, my humble opinion is time will show you are not a sucker. I don't need a $1000 thread. I already have one. It is called a telephone. I use it to call companies and management and I am in a position that they will talk to me. I pay the $500 to $750 to attend industry shows to meet management and their tech people and then follow up sometimes with E-mail. I talk to some of the folks who own this stock institutionaly and ask why they are here (TCW doesn't even have a clue as to what is happening with the companyand they own over 1.5 million shares). Including those who are building, but noot 13-d level yet. I have personally bought all the stock that I could rationaly buy without leveraging myself. My friends , family and industry folks that I care to share info with have bought waht they are going to buy. As Steve would have you believe, why would I want anyone to know about this company. Why would I or others keep buying until the stock gets to 10. THe answer is time is short. I as well as any entity I have control over or a stake in is maxed out on this stock. I am ready for launch and I am now for the last 3 months telling others about this company. Telling them to do their own homework , but giving them my cliff notes as a primer. Guess what, White Rock was first. More will follow. It takes that kind of money, News or no news to move this stock up and keep it there with 44 million share float. Sorry if I offend you by speaking as if I know what is going to happen. The word guaranteed in this biz is for suckers. I just can't figure out what could go wrong here on a 1 to 2 year basis that will not have this stock to at least 6 to 10 or better. Maybe I am missing something, but I feel I gave some good info a while back on this thread about company and industry. Tokoyo Joe and MM talk is a lot less valuable than good old fundamentals if your here as an investor. By the way, did you guys check out DGIV. That Cherry person posts there (checked the profile) and this stock went from 20 cents to 6 bucks over the last 6 weeks. I don't think I have ever seen such a move in my career. If there are any more of those on here, I hope someone would point them out. THen I would pay $1000 for membership.