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Technology Stocks : HAUP - Hauppauge Digital
HAUP 0.01550.0%Nov 7 9:30 AM EST
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To: westes who wrote (575)5/23/1999 1:07:00 PM
From: genejockey  Read Replies (1) of 1149
 
Will, the problem that I have with your analysis is that you are ASSUMING a HAUP linkup with Broadcast/Yahoo, when there is not the slightest bit of evidence for it. You are reasoning a $200 valuation(and sound very eloquent in doing so) because of a statement in BW from "one New York money manager" that HAUP will soon announce a venture with a large Internet broadcast company. Huh, you gonna bet it all on what "one New York money manager" had to say about HAUP... no doubt this guy is heavily invested in HAUP. Also, what in Mark Cuban's statement suggests HAUP specifically? It seems to me that digital video and audio will be a crowded field and that HAUP will be just one small player in it. There is no need for a Yahoo/Broadcast to make an alliance with HAUP when they can specify a standard and have card makers follow. HAUP has no leverage here to get a good deal of any kind from the major players. It's funny that you are basing so much analysis dependant upon a Major portal linkup. I will just remind you that "a money manager" once reported in BW that SATH is in closing talks with a major portal and should be announcing a deal very soon... The portal turned out to be Oracle... as in SATH was using an Oracle database to run their site. OUCH! Will, it doesn't matter if 99% of what you say makes sense, cause that 99% is predicated on the 1% that ain't gonna happen -especially in the short term-... a HAUP and MAJOR Internet company linkup.---- Not Howie----genejockey
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