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Technology Stocks : First Virtual Corporation (FVCX)

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To: QuietWon who wrote (122)7/9/1999 4:08:00 PM
From: TheSlowLane  Read Replies (1) of 323
 
I took a small position in FVC today after watching it for a couple of months. I'm not sure that VVD over the Internet is taking off all that rapidly, I haven't seen figures to support that. I do think that it probably is gaining wider acceptance for use on intranets though. As far as servers and storing voice and video with data...as far as I'm concerned...it's all data. Just different types. Bits are bits, but delivering voice and video bits IS different because they demand consistent transmission rates in order for it to be usable. Just a couple thoughts. If you like the convergence sector, take a look at TGCC. They have been taking a drubbing this week and will probably be in a range through the summer. I think the fall will bring some explosive action for them. I've done loads of DD on them and think that they have something special.

pkf
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