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Non-Tech : Global Games Corporation is on the move (GLOW)

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To: K.J.Devine who wrote (136)6/2/1997 1:40:00 AM
From: lbs   of 720
 
Off Topic

KJ,
I have been following OPTK since I read your suggestion on the Race thread. You were nice enough to send me an e-mail about their prospects. Under 5 looks like an excellent entry point to me.

I read their SEC documents. They did not seem to be too optimistic. However, there are parts that I like, specifically that they are centered on Windows NT. I think that NT will continue to expand and version 5.0 should allow it to make gains at the enterprise level.

What I wanted to ask you is, why do you think the stock is trading at such a low level. Do you know anything about their competition. Their recent announcements about new distributors and JD Edwards sounded great to me. I figure that these relationships will increase their revenues in future quarters.

What is your price target, and how long do you think it will take for OPTK to start showing the impact of these new deals. Also, what do you feel are the potential problems of this company.

I have always enjoyed your comments on the race thread, and would appreciate some further guidance on OPTK.

Thanks,
Dan
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