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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: jopawa who wrote (581)	4/5/1998 10:09:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 1720

[ QSound Chat ] Hi John, Welcome to the thread--it's good to see you here. You'll find lots of good posts from the various participants of the thread (if they'd step out of the Private Message closet :o) ). I think this is a good spot to regroup our efforts for the next opportunities that will surely come. As for the lack of a response from QSound regarding the Cetera press-release, I've found that whenever my questions go unanswered (via e-mail or voice mail), it sets the stage for caution. My views may be unrealistically skewed here though because the only time I call up or write is to ask questions that I expect would have negative answers. Add to that the unwillingness of many companies I've written to to respond at all via e-mail...and you've got a skewed viewpoint that results in exercising caution at all times (which isn't a bad idea, by the way). And next: Alex has expressed his displeasure for those of us who were betting on "some drug company waiting for approval". I don't want to alienate Alex, but the reality of the stock market is that people (like us) will very often make stock transactions on the expectation of significant news. The rollout of the Cetera was indeed a big piece of news investors were anticipating, and if someone thinks that I'm going to rest on my laurels while an opportunity like this passes, then that person may not be facing up to the realities of the business world. The reason we were acting like people betting on "some drug company waiting for approval" is that the Cetera is the only business development associated with QSound worth investing for (at least for me). Without it, then this is just another average company. If such a development doesn't come to pass, then it is my responsibility to protect my capital from the expected negative consequences to the stock price. If I didn't, then I wouldn't be doing my job. Unfortunately for Q shareholders, this delay will really hurt the ability of this stock to go anywhere through the end of the year, as their revenues will not explode on the upside that most people had hoped for. I agree entirely. That recent CREAF/MSFT agreement, while nice, is just pennies in the bucket compared to the impact the Cetera would have had to Q's revenues. But between now and the final release of the H/A, I will look for opportunities to acquire the issue should a particularly attractive price-entry point make itself available. Regards, Rainier