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

To: Gary M. Reed who wrote (3234)	10/1/1998 8:33:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 4634

Gary: 1. Or should I call you "sandbagger22"? (Yes, of course I don't have proof, but the person using that handle said he was going to come here, and here you are. Then again maybe I'm "BlueJayB", the guy who posted an off-the-wall report about Bill going long DTLN, peppered it with some numbers to make it sound official, and the idiots on the thread swallowed it whole). 2. Get a life. 3. You realize, don't you, that you're dealing with an audience that has been there, done that, sold the T-shirt and covered for a 30% gain. You complain of Bill's supposed lack of originality, but believe me, we see half a dozen in here just like you every month. 4. Get a hobby. 5. What makes you so certain a buyout is coming? The word of some faceless handle on the Yahoo board? The one that promised a buyout by Sep. 30, then when it was pointed out today that it didn't happen, dismissed it by saying "timing is irrelevant"? 6. Get some fresh air. 7. Greenberg's column is based largely on the input of an unnamed short seller. How do you know that wasn't Bill? 8. Get some manners. 9. On that 10-Q, those DTN computer-like machines are given a depreciation-adjusted value of roughly $100 million as of June 30. (That's the majority of DTN's assets right there.) Also, according to the 10-Q, those machines are depreciating at a rate of about $11 million/quarter. Now that sounds to me like DTN's got those machines pegged to be written off as worthless right about two years from today. So, the question is, what is the R&D department, whose director has spoken somewhat derisively about the need to keep technology current, and whose funding has been dwindling in recent quarters, going to come up with to replace them?