Re: [CANSLIM] Yahoo in trouble or wising up?


From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Yahoo in trouble or wising up?
Date: Thu, 4 Jul 2002 08:58:52 -0500

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Hi Rocky,

Hah...had to read your message a couple of times before I realized I'd =
accidentally (subconsciously?) written "immerging" instead of "emerging" =
technologies. Pretty funny...must've *really* been thinking about that =
swim....

Love the idea of the wireless virtual reality "immerge".... get to =
work....we need some new emerging technologies to invest in.

Happy 4th to you and All on the list,

Katherine
  ----- Original Message -----=20
  From: Rocky Sanghvi=20
  To: canslim@lists.xmission.com=20
  Sent: Wednesday, July 03, 2002 9:27 AM
  Subject: RE: [CANSLIM] Yahoo in trouble or wising up?


  Interesting you mention 'immerging' technologies Katherine.  I still =
see can visualize that one day wireless will be hot again - but not =
until they are able to deliver the richess and content of the "real" =
internet in living color. =20

  IMO, This has to involve a virtual reality app and wireless 'immerge'. =
 Be plugged in and surf the net.  While you're taking the swim. =20

  Oh the good old days. =20

  -----Original Message-----
  From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm
  Sent: Wednesday, July 03, 2002 10:26 AM
  To: canslim@lists.xmission.com
  Subject: Re: [CANSLIM] Yahoo in trouble or wising up?


  Kelly,

  Interesting you should bring up Yahoo, as there was a very good =
article on the failure of Broadband Internet and reference to Yahoo at =
yesterday's Briefing.com. From a CANSLIM perspective, I think it's an =
important one, as it shows that the technology direction that everybody =
was betting on may not come to fruition. I'm even inclined to mark it =
off my macrotheme list altogether. Up to now, I've been watching for =
signs of the ultimate broadband "killer app" , and technology and/or =
legislation which would solve the last mile problem. Turns out it may =
just not be something we'll need to monitor for some time to come. Darn, =
guess I'll have to do some more studying on immerging =
technologies....but then again, maybe I'll just go take a swim....

  Katherine

  PS Article pasted after Kelly's message....

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charset=3Diso-8859-1">
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<BODY bgColor=3D#ffffff>
<DIV>Hi Rocky,</DIV>
<DIV>&nbsp;</DIV>
<DIV>Hah...had to read your message a couple of times before I realized =
I'd=20
accidentally (subconsciously?)&nbsp;written "immerging" instead of =
"emerging"=20
technologies. Pretty funny...must've *really*&nbsp;been thinking =
about&nbsp;that=20
swim....</DIV>
<DIV>&nbsp;</DIV>
<DIV>Love the idea of the wireless virtual reality "immerge".... get to=20
work....we need some new emerging technologies to invest in.</DIV>
<DIV>&nbsp;</DIV>
<DIV>Happy 4th to you and All on the list,</DIV>
<DIV>&nbsp;</DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A title=3Drs@mylodestar.com href=3D"mailto:rs@mylodestar.com">Rocky =
Sanghvi</A>=20
  </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, July 03, 2002 =
9:27=20
  AM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Yahoo in =
trouble=20
  or wising up?</DIV>
  <DIV><BR></DIV>
  <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial =
color=3D#0000ff=20
  size=3D2>Interesting you mention 'immerging' technologies =
Katherine.&nbsp; I=20
  still see can visualize that one day wireless will be hot again - but =
not=20
  until they are able to deliver the richess and content of the "real" =
internet=20
  in living color.&nbsp; </FONT></SPAN></DIV>
  <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial =
color=3D#0000ff=20
  size=3D2></FONT></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial =
color=3D#0000ff size=3D2>IMO,=20
  This has to&nbsp;involve a virtual reality app and wireless =
'immerge'.&nbsp;=20
  Be plugged in and surf the net.&nbsp; While you're taking the =
swim.&nbsp;=20
  </FONT></SPAN></DIV>
  <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial =
color=3D#0000ff=20
  size=3D2></FONT></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D034432214-03072002><FONT face=3DArial =
color=3D#0000ff size=3D2>Oh=20
  the good old days.&nbsp; </FONT></SPAN></DIV>
  <DIV><SPAN class=3D034432214-03072002></SPAN>&nbsp;</DIV>
  <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
  size=3D2>-----Original Message-----<BR><B>From:</B>=20
  owner-canslim@lists.xmission.com=20
  [mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Katherine =

  Malm<BR><B>Sent:</B> Wednesday, July 03, 2002 10:26 AM<BR><B>To:</B>=20
  canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] Yahoo in =
trouble=20
  or wising up?<BR><BR></FONT></DIV>
  <DIV>Kelly,</DIV>
  <DIV><FONT face=3DArial color=3D#0000ff size=3D2></FONT>&nbsp;</DIV>
  <DIV>Interesting you should bring up Yahoo, as there was a very good =
article=20
  on the failure of Broadband Internet and reference to Yahoo at =
yesterday's=20
  Briefing.com. From&nbsp;a CANSLIM perspective, I think it's an =
important one,=20
  as it shows that the technology direction that everybody was betting =
on may=20
  not come to fruition. I'm even inclined to mark it off my macrotheme =
list=20
  altogether. Up to now, I've been watching for signs of the ultimate =
broadband=20
  "killer app" , and technology and/or legislation which would solve the =
last=20
  mile problem. Turns out it may just not be something we'll need to =
monitor for=20
  some time to come. Darn, guess I'll have to do some more studying on =
immerging=20
  technologies....but then again, maybe I'll just go take a =
swim....</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Katherine</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>PS Article pasted after Kelly's=20
message....</DIV></BLOCKQUOTE></BODY></HTML>

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