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peeps

03/15/06 5:37 PM

#115209 RE: mathmanjc #115204

OT: excellent posts mathmanjc..I went through the same thinking process last night and this morning.
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Lexo

03/15/06 5:38 PM

#115210 RE: mathmanjc #115204

excellent post excellent insight..
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_cricket_

03/15/06 5:39 PM

#115211 RE: mathmanjc #115204

IMHO...you are right jc.....signs i'm seeing point to a working partnership, and they're taking the time to do it right.

Could be wrong, but all indications point to roll-out...not cancellation, you know??
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billybass1234

03/15/06 5:47 PM

#115214 RE: mathmanjc #115204

My only concern about today's PR, is that JF is known to be a liar (He proved it in his November interview when he stated that dilution was done, knowing that the only publicly available share count # was 1.2 billion, and then two months later, it was revealed that the count was over 3.2 billion) and he could have issued this PR as a "setup" to prop up the share price. He knows that by PR'ing that the DC is moving to the epicenter of the pilot stores, we would read between the lines and interpret it as a "signal" from JF that the rollout is on.

I know this sounds paranoid and I'll probably get flamed from all sides for suggesting something that sounds so completely ridiculous. But if you think about it -- it is a safe way for JF to mis-lead the pro-GZFX investing public without outright lieing. Let's face it -- JF and Chip are concerned first and foremost with enriching themselves by printing shares and paying themselves $200k apiece, while the company has not yet reached profitability. They stated that the new website would be online in January, then by the end of Q1, and now...??? They stated the expectation of profitability within Q1, now by the end of 2006... They acquired DVD Avenue for its 2,000 subscribers, most of whom will probably leave, anyway, b/c of no porn on GZFX (which I believe IS the right decision by JF/Chip) (Oh, and don't say the DVD Ave acquisition was for the inventory, because they could just buy the inventory from their distributor for a lot less).

Anyway, I digress. I hope what I'm suggesting is not the case, and with the new Florida stores added so recently, I don't believe that it is. Though, if it turns out to be true (which we'll never truly know), I wouldn't be all that surprised. JF, is, after all, a liar.

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Mr_Peeps

03/15/06 6:04 PM

#115225 RE: mathmanjc #115204

I like your reasoning mathmanjc. Good post! I think that most people were expecting a roll out today because the pilot program was ending. That was obviously expressed in today's EOD closing price. But we have to read between the lines. The PR from today was, IMO, a way to let us all in an indirect way (without violating the terms of the joint press release agreement for a national roll out) that things are still on. IMO, the PR from today was a teaser. I agree with you that if they do this roll out that they will focus their efforts in the Northeast and gradually expand across the U.S. This seems logical. I also think that they have not put out a new web site (and I agree with everyone that they are overdue) because they are developing a completely new one, not upgrading the old one that we currently have. The new web site will, IMO, be more sophisticated and create a positive for both CC and GZFX and it will be one that competes well against BB and Netflix. Again, this all JMO. I still think like you and others that this is a go!

GLTA

Mr. Peeps
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was CA$H

03/15/06 6:09 PM

#115228 RE: mathmanjc #115204

Good post mathman...

GLTA

-YOLO
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StockSpence

03/15/06 6:42 PM

#115246 RE: mathmanjc #115204

i totally agree. -eom-