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Microcap & Penny Stocks : OWLD OneWorld Systems -- Ignore unavailable to you. Want to Upgrade?

To: SteveHC who wrote (1370)	4/2/1998 12:40:00 AM
From: Thomas Leavitt	Read Replies (1) \| Respond to of 1648

Market Cap. (can't stay away... sigh) Now that the share price has crashed (again), and the market capitalization of the company (what the bleep was management thinking? Market cap is $40 million, and they sell out the core of the company for $10,000,000... did they really expect to convince people that what was left would be worth $30,000,000?!?) is now down to under $20,000,000 again (sigh), the question arises: Is this a done deal? Are they "in play"? If this is such a bad deal (and the market seems to collectively have judged it to be), might not another company see an opportunity? Hell, might not another investor? There are plenty of people in Silicon Valley with $20,000,000 in spare change. Alternatively - what is left? $10,000,000 in cash, and some technology about 6 months away from market... what is that worth? If anyone is willing to launch a hostile takeover, I'm willing to volunteer my services as CEO or some such thing... I've got three and a half years experience helping growth a company that has gone from $22,000 in initial funding to millions of dollars in market value, and $0 to upwards of $2 million in annual revenue in the same time the current GVIL team has killed the company (one reason I haven't jumped out of the nearest window. :) ) I have no doubt I could do a much better job. :) First thing I'd do is fire management. Second thing I'd do is kill this deal. Third thing I'd do is unbundle FaxWorks, etc., and either sell or license the code to a third party, with a deal that enable GVIL to keep on distributing it. Then I'd take a hard look at the IS infrastructure and the deals the company has with it's vendors, manufacturers, and see if there wasn't a way to restructure things or make them more efficient. At the same time, I'd lobby hard to get GVIL into an OEM relationship with a major PC vendor... perhaps starting out with a second tier vendor or maybe in a specialized niche (like laptop PCMCIA modems). I'd also have to consider whether it makes sense for GVIL to actually manufacture modems, as opposed to simply leveraging it's brand name to repackage an OEM product. I'd also look at ways to leverage GVIL's brand name and distribution expertise/relationships. I'd also look at developing their web site into a true e-commerce solution. They have an very large customer list... that alone is probably worth over a million dollars, if effectively managed. And I'd look at doing a reverse split, to reduce the volatility of the stock, and also, probably, if any of the stuff in development is worth a damn, consider a secondary offering or private placement, if funding to take things to market couldn't be developed out of cash flow. Hell, if the company is leveraged, there is probably a lot that can be done by simply reassuring the vendors that the company is stable... GVIL probably winds up paying several points more on it's orders with vendors, and on the money it borrows to do that, that it's competitors have to. Dilution from an offering might be more than worthwhile. And, yes, I'd be looking at mergers and partnerships too...