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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kanetsu who wrote (9731)	7/16/1999 11:32:00 AM
From: Kevin Shea	Respond to of 57584

PVII >>>Also, any reason why it is up nearly 20% today?<<< Yup ... Rande said to buy it!

To: Kanetsu who wrote (9731)	7/16/1999 11:53:00 AM
From: Rande Is	Respond to of 57584

Kanetsu, PVII has no competition. Using digital compositing, they place ads where there are no ads. . .on fences in baseball games. . . on the side of the track in road races. . .etc. . . and they have signed deals with many of the leading leagues. . . but have yet to scratch the surface with any of them. . . So far, they are being used more for placing imaginary first down lines on football fields or highlighting the "red zone" in red. . . or tracking the trajectory of tennis balls. . . but the future I see with them is this. . . . Selling extra ads [big money] in highly watched sporting events. . .and being the only one doing so [I know of no competition at this time]. . .and after that. . .what else can they place ads in? Put a coke bottle in a popular TV show? How about this? Let's say the new Austin Powers comes out on video. . . they could put Pepsi signs, McDonalds, Visa cards or anything else they want to place into the video version, if asked to do so. Now. . . with that in mind. . . open up your thinking and the sky is the limit. I would not like them as much if they hadn't been achieving so much. . . deals with the top sporting leagues. . .even the olympics. Will thousands of fans in a stadium be replaced by coke's logo? I don't know. And can the company turn all of this potential into a company that shows earnings on a regular basis? Well, if we knew that, then we'd have no doubts to our trades. Why is it up 20+ percent? I don't know yet. But I have seen it run ahead of news many times. . . . and as I said last week. . . this is prime time for them signing new deals. . . .I am looking for them to get a MAJOR role with the NFL this year. . . and will be disappointed if they do not. Hope that helps, Rande Is