To: Ted M who wrote (17129 ) 4/25/1999 7:33:00 PM From: thebeaver1 Read Replies (3) | Respond to of 40688
Perception plays a key roll. Right on, and when the general investing public shares the same perception of PNLK that we have, well the skies the limit. Who is PNLK's major competition? For the sake of argument, would Vertical net be considered the main competition? Certainly VNET is watching PNLK like a hawk. I wonder if they were caught off guard by PNLK? I wonder if they have a new software release in the works? If not, they better do something. Catch up is difficult, especially in the "fast moving" world of internet stocks. I wonder what they have up their sleeves? No doubt PNLK management timed their V3 release with other plans in mind. They realize that once V3 was released, the competition would recognize that the RULES HAVE CHANGED. PNLK must have set their goals such that they will grab market share before the competition has a chance to react. Time is of the essence, those that stand still will not be around to talk about it. The competition will not stand still. We can be sure the competition has or already had plans to counter react PNLK. We can be sure that the competition is in the ATTACK mode, at this very moment. If they aren't gearing up to fight back then they are either very stupid or smarter than anyone realizes. Personally, I will give them (I don't know who all of "them" are, but for the sake of discussion, pretend that it is only VNET) credit as being very SMART, or they wouldn't be where they are today. It's an all out war, and PNLK must attack FAST and take no prisoners. I think PNLK has a good start to win the war and I pray that they will, but I can not make such a assumption and we can rest assured that PNLK is NOT MAKING SUCH A ASSUMPTION either. They have every eye open and ear listening as I hope we investors are also doing. GL TO ALL thebeaver1