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Technology Stocks : Visual Data (VDAT) -- Ignore unavailable to you. Want to Upgrade?

To: Ariella who wrote (44)	1/11/1999 10:34:00 PM
From: Fundamentls	Respond to of 405

Ariella, I last talked to management before the holidays. I didn't get a current employee count then but based on prior knowledge I'd be shocked if it's not 2-3 times the 16 reported by Hoover's - for some reason the numbers 45 and 75 stick in my head from the last time I asked, and 75 sounds too high. Still small as you say, but it's tough when you have to build a company on a shoestring (as you may have noticed, cash has been a bit tight). If VDAT had had BCST's IPO timing, they'd be a lot larger now! Once the warrants are callable (late this month if the price holds, with 30 days notice) they can get another $6 million and start to goose it upwards. There are also rampant rumors of investors in the wings, and while I take them with a grain of salt, I know this company had a lot of interest even before its stock started to be noticed. When counting employees, its important to note is that their camera crews are mostly (maybe all) contract labor - primarily crews Alan Saperstein used when he was Executive Producer of NFL Films Entertainment Division. Normally contract labor is a negative, since in theory anyone could hire them, but the key is to have a personal network, which Saperstein has in spades (as one poster on the Yahoo board pointed out, he could give them lots of plum assignments, like Springsteen concerts, and often had to rustle up 20 crews on short notice). So they have a very flexible employee count on the production side - top quality labor when and where they need it. I wager you can't hire people as good as Alan can get on contract -- people that good don't work for real companies. The other issue on employee counting is that EDnet wouldn't be included, I don't think. Also quite small, but what the hey, it's an Internet company that has actually made money for 3 quarters in a row and has a sterling client list, so maybe small is beautiful. In my book BCST is a lot of hype, and hype can make people a lot of money in the short term. In the long term my money's on VDAT. Cheers dr

To: Ariella who wrote (44)	1/12/1999 6:42:00 AM
From: puborectalis	Respond to of 405

Visual Data Corporation, founded in 1993, specializes in the production, marketing and distribution of full-motion visual information via the Internet and various media including interactive television. The Company develops full- motion video libraries containing short concise vignettes relating to various topics, including travel, education, business, health, fitness, medicine and consumer products. Try Hotelview..it's a gas!

To: Ariella who wrote (44)	1/12/1999 7:43:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 405

Well....somebody discovered this pearl...new high...need some more publicity.

To: Ariella who wrote (44)	1/13/1999 3:04:00 PM
From: bromeliad	Read Replies (1) \| Respond to of 405

VDAT providing content for the broadband revolution---like supplies to the gold-rush miners. As we know, the providers made the real money in the gold rush. The miners took the real risk and lots of them went bust. As the broadband infrastructure takes shape, lots of e-commerce and other web companies will need to beef-up their content(move from images to video) and VDAT already has its "shelves stocked" with content from several areas, ready to sell. Like gold pans to miners...