Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : MSU CORP-----MUCP -- Ignore unavailable to you. Want to Upgrade?

To: John J. Frawley who wrote (999)	5/17/1998 3:51:00 AM
From: Hawkmoon	Read Replies (1) \| Respond to of 6180

John & Urlman, ZLG is a sad case of a company that doesn't know what it wants to be. They were acquired by a privately held firm that seems bent on consolidating and focusing on several key areas of strength for the company. The fact that they are heading back to being a chip fabricator rather than a system-level provider sounds like a smart business decision to me. But the fact that they chose to incorporate MSU's technology in the first place was a significant reaffirmation of what MSU has to offer. In addition, their Nampa plant suffered for the past several years from worker complaints about hazardous working conditions (sources I know in Idaho informed me of this). Personally, ZLG, from what I understood, wished to incorporate MSU architecture in their TV components in order to make these sets internet ready. Apparently they are shying away from this sector. I say SO WHAT!! They haven't come through for MSU as a revenue/royalty producer since they first announced the agreement with the company. But what I don't forget in my analysis is the agreement with Mitac and that company's open advertisement of their MitacWEB. Mitac was a $2 billion at the time of that announcement in 1996. I'm sure they are a bit larger than that now. But the story with MSU doesn't rely on ZLG. It relies on AIME and USW and those other parties that choose to use their technology. And so long as AIME trades above $4-5/share, that deal provides significant asset value to MSU, as well as cash on the barrel. I have never incorporated ZLG in my analysis of reassuming my position in MSU. I'm looking at high bandwidth internet access for the masses through USW. There are a lot of folks out there without internet access and the battle lines are being drawn up between cable providers and telecoms as to who will provide that access. Either way, MSU stands to profit since the market in entirely TOO HUGE for any one company to dominate. That's my take on this news, FWIW. However, I do appreciate it being posted. Let's just keep it in context. Regards, Ron