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To: JEFF K who wrote (37060)11/3/1998 2:02:00 PM
From: DiViT  Respond to of 50808
 
IMO: Analysts will change recommendations when they reconize a change in revenue.
This announcement while an definate positive didn't clearly announce customers for the product.
At this point I fail to see where it generates revenue (this quarter or next), what that revenue is likely to be and what that revenue growth is.

Where's the SCVD customers? Is there really a loss of VCD market share to SVCD? Does this new product simply just offset any suggested VCD loss?

Don't get me wrong, I like it a lot, and think the potential is huge. But this stock has taught me to look at where the revenues are to coming from. Let's not count our chickens just yet.

:-D (long and smiling)



To: JEFF K who wrote (37060)11/4/1998 11:44:00 AM
From: Maya  Read Replies (2) | Respond to of 50808
 
Alex Brown raises to strong buy:
biz.yahoo.com