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Technology Stocks : Visual Data (VDAT)

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To: Gary105 who wrote (176)4/9/1999 2:59:00 PM
From: Jon Stept   of 405
 
Gary, re:"These guys are certainly at the right place at the..."

Hi Gary,

I am putting VDAT in with the other stocks, like BCST, TUNE and AHWY.

It is a web station, and there are not very many of those. It is kinda like with the search engines... remember that consolidation phase? I see the same thing happening here, except we are in the first phase- price appreciation due to recognition of these pretty unrecognized stocks. Once broadband takes off in earnest, VDAT will be a household name, as will all other web stations. Then the second phase, acquisition will kick in, if the consolidation trends are followed.

Also, I think the second phase and first phase will be combined into one, because the corporate skepticism surrounding this media is being replaced with the realization that opportunities to make and save money abound and it is not some here-today-gone-tomorrow technology.

Yahoo is very smart, and they only have an emerging broadband strategy... I have yet to see the other big portals strategy.

VDAT, with the others, is at the crest of a very small wave that is picking up speed and it will turn into a very big wave.

And the amazing thing is there are other waves that are out there like that.

Just my opinion and happy trading!

Jon :)
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