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Technology Stocks : 7th Level

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To: steve walsh who wrote (227)4/8/1997 8:26:00 PM
From: Eric Freeman   of 1019
 
No I did not ask them about promotion - I should have, as I found the party on the phone was quite flat. One could look at it in two ways I guess.
1. The company they have hired, and, or, the specific people at the company working with SEVL, are not the best at promotion.
2.There is something in the offing, and they are being reserved in any comments.
To be honest, I do not have a strong leaning from my conversation in either direction.
I did get the feeling that major change is under way. The underlying tone was that something concrete re: sales and revenues is the number one objective at this time. Also seems that much stronger hands are in charge now.
I have an intuitive feeling that things are coming along. The impact of the show could make this a very good play, that is why I am willing to wait. If Microvision has done all the market testing that is claimed(re: Barney) then it would be a surprise not to see some action.
Also you just have to feel that the possibility exists that one of their partners may take a run at them with the price so low.
If nothing else, maybe they can bring out an interactive Barney edition, which deals with stock holders, and offers them comfort, in a down market.

Cheers- Eric
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