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To: investz who wrote (1419)5/15/1998 1:57:00 PM
From: Richard Jurek  Respond to of 1648
 
TA aside, I don't know if I would bet anything on GVIL right now because I think what they are doing is so unpredictable. There will be the conference call on Monday -- if you are considering investing, I would listen closely. At the call announcing the modem sale, GVIL sounded poorly and did not have a clear vision on anything. But...as the attached not indicates, Motorola's sale of its modem business fell through. V.90's are not moving and there is still a market stall on this stuff. Maybe GVIL's will fall through as well. If that happens (say because of shareholder revolt or other reasons) then GVIL is effectively dead because of the "liabilities" associated with it business. GVIL is PURE speculation...and will either blip up momentarily (and you better have volume in shares to make any money at all -- which of course raises your risk level), or will float down to the pennies. Just an FYI. Good luck, R/

Motorola sale fails, plant to close

Citing a lack of cohesion on the part of the buyers, Motorola
announced that the previously-announced sale of its Transmission
Products Division to international investors Cpath, Inc. will not
be completed. The Transmission Products Group manufacturers
Motorola's line of consumer analog and ISDN modems. With no
buyer, Motorola will close its Huntsville, Alabama manufacturing
facility. The announcement states that the company will meet
"existing commitments regarding warranties and customer
programs." In announcing the sale agreement late last month,
Motorola stated they would still provide technical support and
V.90 upgrades for existing modems. (Thanks to Alex P.
Madarsz for the scoop.)



To: investz who wrote (1419)5/16/1998 3:41:00 PM
From: Richard Jurek  Respond to of 1648
 
Here is the global village presentation for monday:
webcastsolutions.com

Rich



To: investz who wrote (1419)5/19/1998 5:27:00 PM
From: Potato Farmer  Read Replies (1) | Respond to of 1648
 
Eric, This is one case where the chart tells you something ... and it doesn't. Because GVIL's entire business model and strategy are changing, past chart action doesn't really tell much about what's to come. One thing you _can_ pick up from the chart is that there isn't much interest in the stock. Despite the total remaking of the company, volumes continue at only about $100,000 to $200,000 per day. Heck, me and a friend or two could make that much volume with a little effort. So it would seem that the company's insiders, employees, suppliers, and customers are not rushing out to buy the stock. On the other hand, there is enough of a business plan and a new product to prevent anyone from selling short profitably. I think this stock is stuck in the mud for awhile. The new VAR channel will probably be slow to get started. I have worked with VARs enough to know that they don't jump into new things quickly. (They are also notorious for not paying quickly). So don't expect a huge surge of activity when the product ships a few units on June 30.

There are two things I will look for before buying in again:
1. First shipments and decent reviews of the new product,
2. A favorable balance sheet resulting from the sale of the modem business.
Those two things means I will watch and wait for at least two months. Maybe a couple of quarters or forever.

Pete F.