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awk

02/20/04 11:17 PM

#30986 RE: TonyMcFadden #30984

eamonnshute....

Of course SPIN, CPA and KeV do get it ....
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Fullmoon

02/21/04 1:09 AM

#30990 RE: TonyMcFadden #30984

tony,

First, it wasn't foolish for sks to have lunch with barge, or any other shareholder. Lawsuits? What does that have to do with lunch? SKS was predictably asked about the status and, just as predictably, said he could not comment. The answer was a foregone conclusion (kudos to a shareholder for asking, though). God help us if he's doing a PP roadshow during pending litigation.

Second, regarding "misleading/misdirecting statements," I fully believe this falls within the "under-promise, over-deliver" concept. We'll see...............

And third, inside info? I was shoulder to shoulder (no pun intended, but you did start it) with barge and can tell you in my opinion the inside info was about a lost deal. Can't make money today from something that happened a few years ago. Besides, my trading record stands....

Bottom line: either you believe in sks, or you sell. That's what I do with my other holdings.

Lastly, as I review it, it seems a little, well, abrupt. Sorry, wasn't my intent.


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UncleverName

02/21/04 1:32 AM

#30992 RE: TonyMcFadden #30984

Eammon, you state:

barge, because of these [law]suits I think it was foolish for you to

a) have lunch with SKS,
b) make statements that say SKS appeared to be making misleading/misdirecting statements and
c) claim that SKS "let slip" some inside info (inadvertently revealed too much???), but that you would keep it to yourself.


Eammon, did you read barge’s line:

“Therefore what you will read below is my own interpretive understanding of what he appeared to be revealing.”

a) Barge shouldn’t have lunch with SKS because of lawsuits? Are you serious? Is there anyone that you will allow to have lunch with Steven at this juncture?

Tony, this is so silly. Please reconsider and admit a moment of insanity. You are allowed. SKS is a big boy. The choice is Steven’s.

b) I read barge’s comments on misdirection as saying that SKS wouldn’t reveal all he knew. That’s all. Barge certainly didn’t expect him to… He was just appreciating the way that SKS dances. If you haven’t noticed, barge likes words and communication. SKS may give you info on the “space” but later you realize he never answered your question. Why? Well, because it wasn’t in the company’s interest. What’s to fault with that?

Do you really want a CEO to answer every question fully and directly? Hell no!!

Does Barge? … LOL!

c) My personal impression of “inadvertently revealed too much” was the type of intuitive reading that I would expect from barge, who I take to be very perceptive and/or intuitive regarding people and their subtext. I do not see a transgression by SKS, but more a nuance perceived. But, that was my read. If one is present, that is to say “paying attention!” it is very hard for people to hide much of anything. There are some very interesting studies in body languages that reveal the truth of this – some just see it in real time and don’t need the slo mo. We tell the truth in spite of ourselves.

Besides, if SKS revealed too much – it was on SKS, not barge. Barge isn’t trading on it. So … what is really ‘too much’…

As Mae West said, “Too much of a good thing… can be wonderful.”

I think we all need to lighten up on the “gotcha game”… “Gotcha” is not the same as critical discourse.

Stop parsing every sentence!

A message board, in my world view, should be like a conversation not a thesis. We should be allowed hyperbole and interjections and surmises and off the wall comments… and NOT intentional lies or liars. But then in my view all messages, as I’ve previously stated, should evaporate in six months. Like a conversation. Barge should be allowed his riffs. If some don’t want to take them in the spirit offered, it is a reflection on them… not their author. Move on, already.

UncleverName

And my question to barge is, “If SKS is Bugs/The Road Runner, and you are Mr Toad, and I am riding without a seat belt… Who is Elmer Fudd?”


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Snackman

02/21/04 1:59 AM

#30995 RE: TonyMcFadden #30984

eamonnshute I agree 100% with what you just said.

I think Barge never heard the term: Loose lips sinks ships.
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TREND1

02/21/04 10:03 AM

#31009 RE: TonyMcFadden #30984

eamonnshute
I agree with you 100%

example
"c) claim that SKS "let slip" some inside info (inadvertently revealed too much???), but that you would keep it to yourself."


Now barge knows some thing that the rest of the stock holders
do not.








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barge

02/21/04 10:29 AM

#31014 RE: TonyMcFadden #30984

eamonnshute---Your accusations are genuinely ignorant and outrageous. Now I have to waste my time to untwist your unbelievable distortions and malicious statements.

Just like bashers, you simply feel you have the right to turn your back on the CONTEXT of what I ACTUALLY said!


You write:
"(I) make statements that say SKS appeared to be making misleading/misdirecting statements...

Now let us look at the RECORD to see what I REALLY SAID. I used misleading/misdirecting in two separate instances.

In the First Contextual Instance, this is what I wrote:

"In other words, the PC OEMs were so ecstatic about the basic service being provided by WAVE that they almost appeared to be blind to the other mega potential applications being developed by Wave and others. That didn't make too much sense to me. Thinking about his later on I felt he was throwing out a bit of misinformation to avoid being asked what other potentially blockbuster Trusted Services were going to made available by WAVE and others."

I speculated (which is what Investors typically do) that S. Sprague may have been holding back information from me. I therefore speculated that he may have thrown me a "bit of misinformation" because I "FELT"(ie speculated) he might have been concerned about accidental spillage of "potentially blockbuster Trusted Services". So what!!! Talk about pettiness on your part. Talk about making a Mountain out of a Molehill!!! I can hardly believe I have to waste my time defending myself stuff like this!!!

In the Second Contextual Instance, this is what I wrote:

"But his chronic repeating of this "No One Really Get's It" appeared to me to be another example of probable misdirection on his part. I think what he was really trying to say is that "No One Really Get's it as Well as ME!"

The sinister "misdirection" I was referring to was my speculation that he may have been trying to hide the conceit that He Gets it Better than Anyone! This disturbed you! Big Fricken deal!!!! Did you ACTUALLY read what I wrote?


Your other outrage is the following. You wrote:

"(I)claimed that SKS "let slip" some inside info (inadvertently revealed too much???), but that you would keep it to yourself".

Oh, really? Once again, let's look at the CONTEXT of what I really wrote:

"Well, he broke into his Bugs Bunny/The Road Runner routine, zigzagging all over the place. By which I mean, he really didn't want to answer that question. But at one point I believe he inadvertently revealed too much. And what he revealed I will keep to myself. But it led me to conclude that a conscious decision had been made by the leaders of TCG to allow WAVE to be essentially the only TCG utility services player for at least the first significant phase of TPM deployment."

The above is transparently SPECULATIVE! There is NO suggestion that S. Sprague provided me with the above speculative conclusion! A speculative conclusion which based on an alleged dot (Investors are frequently wrong about the real meaning of a dot). And I obviously wasn't going to make public this dot, because I thought it was told to me inadvertently!