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Technology Stocks : First Virtual Corporation (FVCX) -- Ignore unavailable to you. Want to Upgrade?

To: tech101 who wrote (296)	1/4/2000 7:06:00 PM
From: tech101	Respond to of 323

PC VIDEO CAMERAS SALES EXPLODE IN NOVEMBER UNIT RESTON, Va., Jan 4, 2000 /PRNewswire via COMTEX/ -- PC Video Camera unit sales increased more than 250% in November 1999 versus November 1998, making it one of the top three fastest growing categories, according to the November 1999 PC Data Retail Hardware report. Revenue was up over 96% during that same period. For the first eleven months of the yea, unit sales were up 128% and dollars advanced 35% as the average price for a PC Video camera fell 41%, from $161 to $96. Intel led unit sales for the third month in a row, as it continues to attempt to wrest control of the category from long-time market leader Logitech. Year-to-date however, Logitech remains the market share leader. "PC Video Camera sales are being propelled by consumers growing interest in simple, low cost video solutions for their computers," said Stephen Baker, Director of Hardware Analysis for PC Data. "Manufacturers in this category are satisfying this demand by providing easy to use connections, as nearly 96% of all cameras sold in November used USB connectivity and low price, as average prices before rebates fell to only $72, down from $130 in 1998." In November Intel was the market leader with a 37.2% unit share, despite an $81 average price, which was well above the overall average. Xirlink, the manufacturer of IBM branded PC cameras, captured second place with a unit share of 16.7%. The combination of the strong IBM brand name, and comparatively low prices, ($50 per camera), fueled Xirlink's performance. Logitech fell to third place, with 16.2% unit market share and an average price of $70. Ezonics followed in fourth place with 13.6% unit market share and an average price of $48, the lowest of the top five OEMs. Since its entry into the category last winter, Ezonics has quickly gained market share on the basis of its aggressively low pricing. Kensington, which only entered the market in October, leapt to fifth place in November, with 5.3% unit share and an average price of $59. Kensington has been able to leverage the strong distribution channels of computer accessories products, as well as its product design ability, to make an immediate impact in the PC Video camera market. Price remains a major selling feature as the four top products in November all sold for less than the category average of $72. The best selling PC Video Camera in November was Intel's PC Camera Pack at an average price of $65. The Xirlink IBM camera was second with a price of $49. Ezonics EZ302 was third with an average price of $44, the lowest of the top five products. Logitech's low priced entry, the QuickCam Express, which sold for an average of $49, was fourth, and the Intel PC Camera Pack Pro version was fifth, with an average price of $127. Combined the top five product represented 75% of all the sales for the month. Through the first eleven months of the year, Logitech still remains the number one OEM with a unit share of 29.8%. Intel's strong showing over the last few months has propelled them to the number two spot, with unit share of 28.1%. Ezonics follows in third place with year-to-date share of 10.7%. In fourth place for the first eleven months of the year is Creative Labs with a market share of 7% and Xirlink follows in fifth place at 6.8% of sales. Based in Reston, VA, PC Data has been providing point-of-sale data since 1991 and is a leading comprehensive source of data on software, hardware and video game sales information. More than 1,000 industry professionals worldwide currently use PC Data's sales information to maximize their competitive edge and compete in today's marketplace. PC Data tracked approximately $48 billion in hardware and $12 billion in software sales in all U.S. distribution channels. In addition, PC Data also tracks sales through educational resellers, corporate resellers and distributors. The company's latest initiative includes PC Data Online, an Internet monitoring service. It has established a state-of-the-art capability to field Internet-based surveys. For more information on this and other retail reports, please contact PC Data via its web site at www.pcdata.com or by phone at (703) 435-1025. stockfunds.hedgeworld.com

To: tech101 who wrote (296)	3/18/2000 10:10:00 AM
From: QuietWon	Read Replies (4) \| Respond to of 323

Manx, Carey, Youlu, All: Recent trading & thoughts The fundamental story for vc has already been stated several times and I'll come back to that in a bit, but first a look at the technicals. Technical analysis depends on your trading time horizon for a particular stock. If you look at a 3 month horizon, the charts show fvc is in a downfall with moneyflow being +ve $50million at the beginning of March and now basically Zero (ie a loss of $50 million money flow in the past 2 1/2 weeks). The on-balance volume shows basically the same pattern, though it is truncated a little earlier. The difference in these 2 measures is money flow is the $-flow whereas the OBV is just a share-flow, so the fact that the money flow is worse means that larger-than-average trades are sales. The moving averages show FVC in a decline and if it crosses to the negative, we are in for a more of a negative period. What would be needed to brake the downfall is some good news. However, we just had some good news this week (apprently good news) and on up-market days, yet FVC still went down. This leads back to the fundamentals, I believe. While the vc market should do well, it is a "peripheral" market in that it does not control its own fate and is dependent on other markets eg. internet infrastructure (backbone, connection/final mile) markets. Additionally, FVC needs to be aware of other competing technologies. RVSN has been around for about 10 years, is part of a larger group (RAD), helped form the H.323 ITU standard, has its own MCU gateway, has over 250 customers , etc. LOUD also went public. Though the news for FVCX seemed good, it was overshadowed by other companies in the marketplace, I believe, and investment and trading dollars went to these other companies and may continue to do so - we need to be on the look out for this and take it into account in our own trading horizons. biz.yahoo.com