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Technology Stocks : 7th Level -- Ignore unavailable to you. Want to Upgrade?

To: Matthew Cooper who wrote (642)	4/21/1998 10:27:00 PM
From: Jonathan Brown	Read Replies (4) \| Respond to of 1019

Matthew, you've got guts. Brains? Open to question. Let me explain about SEVL and momentum investing. First, SEVL: My girlfriend and I have been watching and holding this stock for nine months. I know SEVL. SEVL hasn't alway been a friend of mine (till today), but I know a little about the company. Look at the chart. You see the pops to around 4? SEVL had genuinely good news, but it also had a heap of disgruntled investors. Every move up, it fell down and screamed, "Help me! I can't get up!" Not today. SEVL traded at 14 not that long ago (oh, more than 52 weeks, which is an Internet eternity, but it did). It was hip to the tamagotchi craze, where it has an alliance with--da da dum--Microsoft. In fact we noticed it while riding Riven and BROD. We even had them send us an investor's packet after a trip to Toys 'R' Us to check out the handheld pets. Now let me explain, apart from momentum, why this is interesting. WAVO, which is the immediate connection in the news, is just beginning VBI broadcasting. If you don't know what that is, let me give you a clue: It's a way of Webcasting data to computers via the video blanking interval in TV signals. WAVO uses the PBS signal to deliver; WAVO software will be built into Windows 98. In Europe this is big. Read the WAVO thread to get an idea, or simply look at the WAVO chart. SEVL will aid in the delivery of video. You know, video, like, TV, like, NBC, ABC, CBS? NBC tomorrow debuts a Website offering clips to selected shows over the Web, thanks to Intervu servers (a plug, folks). The next level, if you'll excuse the pun, of the Web will be delivery of video "content," as the networks and cable companies lovingly call it. Whatever aids the convergence of the Web and TV is potentially big stuff. The financials? We can argue over those. This, however, is the stock market, not math class. I don't know what the figures will work out to be this year. What I do suspect is that video delivery is huge. Purely on a thematic basis, SEVL is in play, but it helps to see the larger pictures, which include software for bringing TV and the computer together and the stock market trading style that sees this as a big thing. As I say, you've got guts lying down in front of a steamroller because it's the, in your opinion, financially, accountingly "right" thing to do. Best of luck. Remember, there's always Welfare. J PS: I know this is shameless, but shucks, one wants to have a li'l fun now and again, eh?