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Re: CVIEW post# 4768

Wednesday, 01/17/2001 7:51:32 PM

Wednesday, January 17, 2001 7:51:32 PM

Post# of 15369
I think this view along with the last was a bit on the hostile side. He seems understandably angry that he is being called a felon and generally angry at being attacked and criticized. I think that the restriction to stock holders clearly makes sense in light of recent events. Seems understandably suspicious and sending a warning to any potential A@P infiltration.

I think his willingness to set aside a time to answer stockholders questions is very important, the most important part of the view.

I don't really get the humor, may be someone can explain it too me. I think the part on appointing a new CEO is unnecessarily and inappropriately sarcastic and dismissive. Seems insulted and angered at the suggestion, clearly he has no intention of appointing a CEO. I don't think the money is the issue at all. He will be questioned about the effect of his legal problems on AMEX I am sure. I think the credibility issue will diminish greatly if he comes through with mass production and sales.

The Miluky thing was never an issue. Does he seem happy? No. Does seem confident, bold, on the attack, not in the mood to appease, fed up with worrying and responding to his critics opinions of him and what he should do - yes.

Reading between the lines - I'm angry, I'm confident, I won't be pushed around, I won't be intimidated, wait and see - I am going to grow this company big time, I am going to win this war. Certainly seems on the offensive and very motivated.

The above are just my random thoughts. Prox.