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Technology Stocks : Zapata (ZAP) -- Ignore unavailable to you. Want to Upgrade?

To: Ken M who wrote (438)	7/23/1998 12:23:00 PM
From: RJC2006	Read Replies (1) \| Respond to of 1206

<<<This internet play has been poorly executed and it will drag down the rest of the company.>> I enjoy bantering back and forth with you Ken but I must say that I too would like to understand your positions a little bit better. I especially consider negative opinions to be highly valuable but only when they are a bit more elaborate then just mere opinions. So if it isn't too much trouble could you specify what you think has been poorly executed in ZAP's internet play? Honestly, where the actual execution has been concerned I have no opinion as I think it's too early for me to form a one. If ZAP isn't able to conduct a rollout of their new site by late August then I would tend to agree with you somewhat. If they are able to unveil it by late August then the question will turn toward profitability which has taken a rather subtle seat at the back of the bus up until now.

To: Ken M who wrote (438)	7/23/1998 8:48:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (2) \| Respond to of 1206

Ken...these guys are capable and will find the right mix of executives to develop and grow the individual businesses. Some of the companies will be able to piggy back on others and in time like with CMGI as a company matures (Geocities) and goes public the internal wealth will dramatically increase. CMGI owns part of LCOS and LCOS has Tripod and if Geocities is a success then Tripod can do the same and here again CMGI will be the richer. GRIM HAS SPOKEN....GIVE ZAPATA TIME TO EXECUTE....Unfortunately when that time is crystal clear the stock will be in my mind at much higher levels.