Most of the regular followers of this stock are on the Yahoo board - prgraphics & I appear to be the only people following both. You might want to monitor it for more current info - it has its share of spammers but also a lot of good stuff in between.
The speculation there is that Time Warner may be announcing some sort of deal with VDAT and DNET, possibly this Friday. I haven't gotten any independent confirmation and don't like to spread rumors, but since you asked for speculation, there have been reports of mentions on CNBC, and allusions in an article on Time Warner in the WSJ (today's, I think, but I haven't read it yet).
Some institutions are also reportedly loading up on VDAT - I don't recall which ones but the names are in a Yahoo post from late this afternoon.
Also evidence of high daytrader activity on both VDAT and DNET, and VDAT may be taking a bit of selling as some people shift some of their holdings into DNET, which appears to me more significantly undervalued. Consensus among the regulars is don't panic, accumulate VDAT, DNET, or both on dips.
Cheers,
dr |
