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Gold/Mining/Energy : Tri-Vision & The V-Chip -- Ignore unavailable to you. Want to Upgrade?

To: pipick who wrote (3385)	7/11/1998 10:22:00 AM
From: Graham Dellaire	Respond to of 5743

YOu and me both. (SMILE) Actually every country will have their own ratings. So PG and SoundView applications would have to be redesigned for each market. My bet is they won't bother with the size of the U.S. market making them very wealthy. But look at TVL this way. Unlike PG, they are looking past V-chip and are developing infra-red remote technology for keyboards and computer mice. Also they are developing decoders for HDTV and addressable payment systems for pay-per-view. So TVL is looking beyond the "phenomenon of the V-chip"; a pretty gutsy move as the V-chip market won't mature until something like 2005... this is really long range thinking. Another reason to hold for a long time as you put it Pipick. Cheers, Graham

To: pipick who wrote (3385)	7/11/1998 11:53:00 AM
From: Mac	Read Replies (1) \| Respond to of 5743

From good source ,(one of the inside sellers), on his part the selling was done to exercise options. There was 3.3 mil options that had to be exercised by April 16 , 1998. If the cash wasn't in the bank, you have to get it from somewhere. (the market) The Canadian government has already requested two additional systems to the US <MPPA andPG> systems. Letters were mailed by Industry Canada to all manufacturers in June to this regard.

To: pipick who wrote (3385)	7/13/1998 8:20:00 AM
From: Matchbox	Read Replies (1) \| Respond to of 5743

Pipick, my point was that some individuals in the anti-TVL have started to sound like broken records. The risk is that the thread starts losing interest because people just don't have time to keep up with the quantity. For example, people that might offer some good feedback like John Carswell would have to spend a whole day posting to answer all concerns. DES and the initial group of posters went silent for a while and those that followed this thread since the beginning know how thought-provoking DES's model was whether you agree or disagree with the assumptions. Whether you are long or short TVL, you need to keep the interest up. When it comes to this comapny as an investment, both posters and lurkers contribute one way or another. I certainly think that the anti-TVL camp has brought up some good points which some tried to answer unsatisfactorily since the information is just not available. That is why I tried to put a few responses that can never be answered based on fact such as auditors and book value of patents so that we can put those to rest. The anti-TVL camp provides a balanced check on the promoters; however, I would suggest that challenges be fair and informative just as they expect the responses to be. For example, someone said "So, why are the insiders selling?" This statement sent everyone on a goose-chase to find out what is going on wrt this issue and people are still not satisfied when J.C. and some others posted that several individuals sold a few tens of thousands of shares. A fair challenge would have been "I've heard or read that some insiders sold X of their shares. How would you explain that?" So, it goes both ways, everyone is responsible to provide some factual information (when applicable) which would lead to more discussion and not just throwing rumours out there hoping that everyone else will do the research and then come back with the facts which may not substantiate the rumour. Wrt my Newbridge example, I never said this is Newbridge. I simply stated that a downturn in share price may not reflect the potential of the company. Eight years ago, many were very unhappy with their Newbridge investment and the name did not have a positive connotation. I get a sense that there is some doom-and-gloom atmosphere based on the recent share-price. Since the market is not even ready to accept any products due to technical limitations, I would suggest that not much has changed fundamentally in the past two months and doom-and-gloom is not warranted at this point in time. Rather than questioning why the price is at a $1, I would suggest that it was way ahead of itself at $4. Remember, some investors (funds or retail) got in at $2.50 + warrants just recently. Some made some money of the play but I am sure many are losing. They bought into the story and thought $2.50 was a good entry price. I am sure the underwriters are not happy about it because they are possibly losing a source of capital for their future endevours. You can ask my ex-brokers if they are indifferent to losing my account due to poor performance. Wrt short selling, the figures that were posted are just not significant in terms of ownership. The textbook answer is that there are many reasons why some shares may be sold by insiders and therefore it is not a powerful of a signal as insider buying. It could be simple as buying their lovely spouses a new Mercedes for putting up with their husbands working 70 hours a week for the last ten years. The argument regarding taxes does not make sense. You sell to crystalize capital losses but not gains. Why would you trigger capital gains to pay your tax bill and cause yourself a tax burden next year? If this is how they manage their personal finances then we are in trouble when it comes to the company! (I am not a tax expert so if there is something to this, I wouldn't mind receiving feedback) When it comes to insider activity, I am a lot more concerned about the recent resignation of the senior officer at the time when TVL is "entering a phase of exponential growth". Any comments? Matchbox