Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: shane forbes who wrote (504)	2/11/1998 2:37:00 PM
From: Marc Newman	Read Replies (2) of 640

I'm interested in Global Village because they have better pricing power on the Mac side and seem to be in line for new bundle agreements with Apple. Plus the street hates them because of the Apple connection so there is room for upside surprises. Their balance sheet is poor but they have been weathering the 56k transition better than their other small competitors. If the 56k standard finally causes a big uptick in sales then they should flow to GVIL's bottom line due to serious cost cutting already undertaken. Just my thoughts, Marc

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