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Technology Stocks : VSGN -- Ignore unavailable to you. Want to Upgrade?

To: javaman who wrote (110)	11/5/1997 11:14:00 PM
From: harryl1	Read Replies (2) \| Respond to of 131

I watched this thing drop to 5.5, and jumped in. Don't understand flat revenue for last three quarters at 5mm with all those announcements and bundling by nscp, orcl et al. Finally called the company to understand what all the deals mean for the revenue stream in the future. Left voice mail. Sigh. Meanwhile, I missed the dip but doubled up at 6 1/8. Paid my dues on IFMX(e!), so I won't feel guilty if this price turns out to be a steal. Had to buy in before it got more expensive than IFMX, too (thats a joke). Anyone can explain WHEN vsgn revenues will reflect all the "publicity" we keep reading? or is this thing gonna burn cash and have no revenue for another year? are these deals give-a-ways? what gives?

To: javaman who wrote (110)	11/6/1997 10:44:00 PM
From: David Miller	Read Replies (2) \| Respond to of 131

>>Why do you think that << Sorry Javaman, I phrased my original post badly. This is a complex technological play, which usually means that it is a straightforward gamble... this is my $0.02 1. The market in which VSGN plays is in transition between the early adopter phase and the volume ramp-up phase. If they stay the pace over the next few months, they will be in the main game when it really heats up. 2. The value of the company is i) intangibly in its technology and ii) tangibly in its customer base. These are independently attractive to would-be purchasers, but to a great extent mutually exclusive - e.g. if Oracle buys VSGN, you can kiss goodbye to the Sybase revenues... so valuing the company is pretty difficult. This, together with the reputation of Roger Sippl, would tempt me to believe that the company will stay independent just as long as it can. And if they do so, they have as good a chance as anyone to make money from the growing market for their products.... david