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To: Richard Jurek who wrote (1329)3/31/1998 1:01:00 PM
From: Walter Mazur  Respond to of 1648
 
Trading has resumed prior to the start of the conference call.
So far, reaction is not looking too good. We're under $2.00
again. I hope the conference call reverses the trend.



To: Richard Jurek who wrote (1329)3/31/1998 1:01:00 PM
From: Marc Newman  Read Replies (1) | Respond to of 1648
 
Maybe the key to the short term price will also depend on just how much debt/liabilities Boca is picking up.

Big buying on all the recent dips would indicate that those in the know thought something good was up--yet the immediate market reaction is seriously negative.

Marc



To: Richard Jurek who wrote (1329)3/31/1998 1:11:00 PM
From: Sea Otter  Respond to of 1648
 
A reasonable position, Richard. This could very well turn
extremely positive once all the cards are played.

Nonetheless, I've relunctantly concluded we're in for
a short-term slaughter. Too low of a price, just
too many imponderables. I've learned the hard
way in the past that the market doesn't like
such situations. So I took the opportunity
to eliminate 3/4 of my position at the re-open. Still
had a slight profit on the table, and I felt I
had to take the money and run for the hills.

Basically, what put me over the edge was the realization
that we're now investing in a startup company. No
revenue, no liabilities, no brand, just a potential
for a great product. I've
done this before, but always for <$1. My fear
is that we're now heading for that range.

Really hope I'm wrong, since I still have a gvil
position, and because I feel for all the other long-time
believers in this stock. Maybe Apple will come in
and save our bacon, maybe there are great attributes
to this deal that will be revealed in the call.
Maybe! But, for now, I'm going to ground.

Sea Otter




To: Richard Jurek who wrote (1329)3/31/1998 1:37:00 PM
From: c-man  Read Replies (1) | Respond to of 1648
 
SPECULATION of what's to come...

Richard,

Someone on Yahoo posted that "Apple is the wild card"....got me to thinking perhaps Apple *is* still interested in a strong partnership, if not outright buyout, of GVIL...but didn't want the "baggage" that came with the "old" GVIL....namely the modem business.

Makes sense that Apple could ill-afford to buy a modem reseller in the now-limited Mac market...to do so would instantly alienate all other [what few are left] Mac-OS modem developers (Supra, Hayes, Megahertz, etc), and in essence stifle all further development if not outright kill the niche. Mac owners and Apple would suffer without doubt to not have a thriving modem segment developing innovative products for Mac owners. Er, uh...not to mention selling modems isn't immensely profitable these days, and Apple doesn't need more unprofitable divisions.

So...they entice [or coerce] GVIL to sell a now-hopelessly commoditized old-paradigm business to birth a debt-free business now free to explore the next wave, perhaps with that unnamed new partner.

I am not privy to these new entertainment & network "boxes" I keep hearing rumors about, but this is the only rational spin I can give today's events.

I do not own shares in GVIL, however...but hope their quality product stays around. Heck - I bet I've got 50 or more of their modems in inventory as I write this.

c-man