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

To: KevinThompson who wrote (11739)	9/7/1999 10:08:00 PM
From: bobkansas	Read Replies (1) \| Respond to of 57584

Interesting company I noticed and studied over the Labor Day Weekend. San Diego-based TeraGlobal Communications Corp. (OTC BB: TGCC) They have applied for NASDAQ Listing a few months ago. Trading now at 13 1/2 a share. Have a network of strategic alliances with Apple, Motorola, Fore, Ingram Micro, and Sprint. As some of you may know, Apple just came out with the new Power Mac G4. TGCC uses a new technology to create enterprise value by converging media--voice, video and data--in an interactive global service, linking two persons or thousands. It operates in real time--across secure, private, all-ATM networks. Sounds like the type of company this tread would be interested in. Their technology links work stations with a combination of digital video cameras, microphones and G4-based Macs. The technology depends on use of the PowerPC G4 processor and its Velocity Engine vector-processing unit. It does not work with a Apple G3 (eariler model) or a Pentium III, because such do not have enough register space, and without the Velocity Engine there is not enough bandwidth. The Motion Picture Industry is showing great interest in their technology from my review of news on TGCC. Filming on one side of the world by a producer can be real time looked out by the company in Southern Calf. Saves on production costs and time. The company website is informative and is located at: teraglobal.com There is a SI site and a Ragging Bull site. Their ok. The company's motto is "Others network computers, we network people". Sorry to sound like an ad, but potential appears great with this company. The negative I see is their technology does not yet operate on a pc only based network although the G4 can run Windows N/T, etc. I assume they will go after pc market once the tech. of Intel, etc. catches up to that of the new G4. Also, they still have BB status. They do look to have adequate financing in place. Marketing appears to be the key to their doing well big time. Full Disclosure: I have nothing to do with company and own no shares but plan to buy a few tomorrow. Maybe I should say all this after I purchase some shares. Anyway, for the benefit of some of you on this good thread, I thought this company may be of interest. If any of you can shoot this company down then maybe I won't buy the stock. Feedback of any reasonable kind would be appreciated. BOB

To: KevinThompson who wrote (11739)	9/7/1999 11:46:00 PM
From: Rande Is	Read Replies (4) \| Respond to of 57584

All good points, Kevin. . .and yes, that float is attractive. . .my comment about being 'too late' has more to do with risk than it does reward. Remember, we like to get into these before others do. . . and we try to avoid chasing. . .so now that the world is noticing and the volume is about to explode. . our advantage of buying in the mid-teens is over. . . and now that the price will probably be 25 near open, the downside risk is far more than it was. . .while the upside potential is less. . .generally speaking. So it takes more "belief" in it moving significantly after a 6+ point day. . . or it takes some serious fortitude to jump in after such a quick move. Remember, not losing is one of the ways we keep winning. Now all that aside, I do agree that there is PROBABLY plenty more upside. . . but that is a hunch based on float, QP, and reasons you state and not the 'trading principles' that we have come to hold dear. If it is any consolation, I was very busy this afternoon, but still grabbed some shares at the close near 22. . . I would have bought far earlier, but have been plagued with distractions to my trading day. . .lately that has included working on site design, writing book, getting wife's teen enrolled in middle-college, etc. That is why I seem to be in and out throughout the day. . .in fact, tomorrow, I leave 30 minutes into market day for the rest of morning . . .then I'll be back. So I really have not had much time to look into the specifics of LIOX. . .which is why I didn't pick it up sooner. . . was more interested in watching LQID, NITE and HLIT today. . . Thanks for sharing the reasons why LIOX still has potential. . .you make a great case for why we should be in it. Best wishes, Rande Is