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Technology Stocks : Source Media SRCM -- Ignore unavailable to you. Want to Upgrade?

To: Pluvia who wrote (1946)	12/18/1998 1:48:00 AM
From: Bill Ulrich	Read Replies (3) \| Respond to of 3015

Steve, Thanks for the accolades, although the 'cake' might be a little over-frosted. <ggg> To be fair, I'm not a java 'expert', but I can give a reasonable opinion here. Java is not really an issue for this type of work. It's just another tool, and whilst I haven't found any info about SRCM's java capability, it shouldn't matter. Content can be served up with a variety of tools. For much of work I'm doing right now, we access an SQL database, and front-end with MSFT's ASP. There's a half-dozen other methods to do the same thing. Java not required (and sometimes not very desirable either). SRCM is a likely capable vendor to satisfy some customers. The business model, however, doesn't reach high enough to warrant long-term investment dollars. Could make some money trading short/long/short, though. Regards, -MrB

To: Pluvia who wrote (1946)	12/18/1998 9:44:00 AM
From: Smilodon	Read Replies (3) \| Respond to of 3015

I boxed my entire short position In my opinion, SRCM is doing a stealth press release of the DigitalCities link through the Yahoo message board. It is a good time to do it as they have 90 days from the end of the quarter to put out a 10K. And, they certainly won't disclose any negative information, except when legally required. Given that long window, and a leak about DigitalCities, I think they are hoping to get the stock above 20 for 20 days and force the warrant conversion. DigitalCities/AOL may be a complete failure or success, but it doesn't matter. With this type of leak, they don't need to give any real data. Of course, this is just my personal opinion and analysis and is not based on any non-public information. Regards, Archer