Viasoft is an excellent stock, but what about the company? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Viasoft is an excellent stock, but what about the company?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Roger A. Babb who wrote (161)	2/11/1997 6:56:00 AM
From: Staff	of 169

AAAaah ! That sounds a bite more realistic. Great thing about SI - it gives me a chance to confirm or deny those nasty rumors. No question though- they need to spend money to make money - must question the ability to do so now in this market enviorment don't you? Might be going to the well a few to many times for a company like them or Zitel. Sort of like getting a deal to buy a second pair of shoes but you haven't tried had time enought to wear the 1st to see if you want another. I'm not sure these stocks can stand another promo - buy now cause we're going to justify our 100 times earning and more price within the next 100 weeks fairytale. Nither company have proven they can meet expectations and do what they set out do from the initial IPO and now they want us to throw money at it again. Don't spit at the monitor yet you bulls out their- what I',m saying here is thatis not that the companies don't look viable and that they can't rewrite some code. But remember they are a LONG WAY away from what they INITIALLY set out to do. Which was do to Billions of lines at $1.00/line How many million's of lines have they done already? That's what I mean by that last statement. Now it's give me more money and more delution of shares? NADA for this cowboy! That's why I'm the bear and that's why I'm short. Just talking muy position but that's why people like me sell these companies short. Are they another DeBeers where every time the price begins to rise they just flood the market with more product to keep the price stabalized? At least with Corvettes, Balabuska's & Giannuici's they appreciate every year. Don't you want your shares to do the same? This is not the way to most equitably do that in hte long run folks. All you bulls - this is a good quick fix for the companies cash flow but continually limits your returns on initial IPO stock shares in the long run. Better be well received or that can add fuel to the fires for the bears. market seems to be seeing it that way via the action on the ole tape gang. I have witnessed to many stocks who I have attempted cash flow quick fix secondaries in a delining market after a runup. It really hurt them for about 6 months to a year. Let's face it bulls, they are desperatly in need of cash and have a cash flow problem. They can sugar coat it all they want but that's the fact. Jumping through hoops to for fund managers is no fun. That's whats going to have to happen to pull this off. That additional supply takes it's toll- it drains the momentun - time and energy of both the companies people and the stocks price. Fixing code - OR dog & pony shows guys and gals - one or the other - you can concentrate your energies on one - not both. Seen Somotogen ( SMTG)try same deal- Stock $4.00 to $27 then to $21. By time the secondary was done we were at $16.00 with the secondary priced at $18.00. 4 weeks later $13.00. They luckily had Eli Lilly as a 25% stake monster in that one or things would have really gotton messy. VIAS and ZITL should give the boys over their a call- might save them a lot of time and energy and investor equity at the same time. Botton line- how do you price a stock like VIAS in a secondary offering when it could be $15.00 /share different this next week either way. You can't with a straight face. So how the hell you promote it in the long run?? Do you change the story day by day? The market is telling us that it's not really quite sure where the heck it thinks these stocks are truely valued. Take DNA or PRST - market really missed the boat on these initially. $5.00 to $115.00 back to $10.00 on DNA in a year. $5.00 to $200.00 back to $60.00 on PRST? ( Frankly neither one is worth $10.00/ share but at $1.40 I might be willing to risk it on PRST it ya know what I mean :-) ewal riverboat gambler kind of go for broke stuff :-0 In all seriousness bulls or bears - VIA and ZITL need to rainse the cash but this process at at this junture I see as putting a strain on the stock and limiting it's upside till it's done and we set a number to it. To me it's hard to put a number on these stocks for the next day much less next week or next month. Thanks Roger - always enjoy hearing from YA. Adios Amigo

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next