To: Jay Lowe who wrote (5740 ) 2/24/1999 8:10:00 PM From: ahhaha Read Replies (1) | Respond to of 29970
This is all pap --- a non-issue. These people claim they will do this and they will do that. They make these comments because there's no consequence to them one way or the other. TCI and ATHM should do exactly what they are doing to protect themselves from the irresponsible public. We've heard all about guys running an intranet inside their operating domains. They're cheats. They're trying to steal from the company and from you. As far as collecting data about their customers goes, just tell me whose network it is. These companies are extending to the public the right to use them in exchange for rent payment. It is definitely similar to software licenses so you can expect that the authors will try to get compensation through divulging information you have provided. If the public doesn't like the terms specified, they can form a company and create their own BB network without such conditions. If they did do that, do you really think they wouldn't imitate what TCI and ATHM have done? You can't extend your considerate nature to the public. They're thieves and the public applauds their every effort to liberate "ill-gotten gains". They're ill-gotten until their your gains. Meanwhile, back at the ranch this thread and the public at large are completely indifferent to the fact that interest rates are rising. The impact of that is biggest on companies with high multiples, low or no earnings, questionable or theoretical earnings visibility, new issues whose evaluations represent dreams, all the shell game and shenanigan pseudo-companies that FED largesse has propped up. You can't maintain great expectations when the bear bites with interest rate teeth in the second round. This is what everyone has told me for 30 years, and yet, when it is in their faces, they're indifferent. I guess if some pundit doesn't tell them rates are rising, they aren't, because who wants to believe what the bond market is doing. It isn't doing it unless someone is willing to admit it. This admission comes at much lower stock market levels.