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Technology Stocks : NextLevel (NLV) -- Ignore unavailable to you. Want to Upgrade?


To: John F Beule who wrote (405)1/10/1998 8:56:00 AM
From: Larry S.  Respond to of 475
 
John, don't think MSFT buying other cable box maker likely. NLV has the contract for the future systems with all the big cable co. without them to buy, who would MSFT sell to? THink NLV will sink back down, while extremely attractive for the future, I think that the realization of how long it will take for this to make money, plus the costs that NLV will have to pay to other companies supplying parts to the new boxes, will take the damper off of this stock. especially given the current stock environment. I wsold my last NLV yesterday, think i might get a chance to re-enter sub 16s, or would buy back into sustained move once it gets rolling. Larry



To: John F Beule who wrote (405)1/10/1998 1:19:00 PM
From: Yogi - Paul  Respond to of 475
 
John,
Exactly. The TCI committment is a hurdle though.

irthrifty