To: esecurities(tm) who wrote (1998 ) 4/20/1999 10:50:00 AM From: Timothy Detjens Respond to of 2443
>our analysis is simply based upon dcf/irr analysis, NASCAR® brand >equity across PC and console platforms, market share and TMSRs eps >projections...Internet telephony focus/rapid establishment of >critical mass/infrastructure, eCommerce-enabled/centric website/Dell >business model, etc. assumptions, etc. We also have been equally >critical of TMSR as you are well aware Well, you have lost all credibility with me as well if you disregard the issues I brought up and think you can be perceived as "critical". $100 price? Where did you get that? I haven't even seen that. "Dell business model" - yeah right, their WWW site isn't particularly different from any other gaming company's store site, except that they have items out of stock, marked incorrectly, and sudden bottom basement prices for items that MSFT is mysteriously able to charge twice as much for. "Eps projections" - the current EPS projections don't support 20 either. "rapid establishment of infrastructure" - putting up a WWW site, and leasing PeopleLinks bog standard community service page with no extra frills besides a link to a site hardly anyone is using? (www.wecantalk.com) "NASCAR" - you posted some insanely speculative statement about MSFT buying the Motorsports division for $150 million in Yahoo - yeah MSFT would pay three times the current overinflated valuation for just a division of the company that they are already chewing away at successfully. (Winning the forcefeedback race for instance) MSFT is known for being vastly overpaying like that... Somebody stop me... >Timothy, we like TMSR because of Frank Hausmann. Well, we have that in common at least - I like someone that pumps air into a stock to create not one, but two easy short positions. I like someone in particular that even *bothers* to mention showing off a SOHO product at E3 - instead of being at Comdex with it. Perhaps you should now report me to SI for "trying to talk about reality in a public forum"