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Microcap & Penny Stocks : OWLD OneWorld Systems

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To: Marc Newman who wrote (1302)3/25/1998 11:17:00 AM
From: Benjamin Ostrom  Read Replies (1) of 1648
 
The real question I have is what has fundamentally changed from the $1 level for this company. If there is substance to a buyout, then I can understand. However, modem manufacturing is a commodity with pretty easy entry, esp on Windows side. Will this company be hurt by lowering prices and dumping from Asia? If they couldn't turn a profit last quarter, then how will things get better on an operating basis?

Unless Apple's market share rises (I hope, but see Creative Computer's announcement - any interpretations on this) and GVIL exits the Windows mkt to be exclusive on Mac, I think GVIL's losses could grow. Sure a rising unit volume helps, but only if the variable costs are lower than revenues.

NB: I'm a fundamental guy- so I missed out on the rumor runup - and am crying in my beer. I'm happy you guys stuck with it.

Sincerely,
Ben
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