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

To: Gary105 who wrote (176)	4/9/1999 2:59:00 PM
From: Jon Stept	Respond to of 405

Gary, re:"These guys are certainly at the right place at the..." Hi Gary, I am putting VDAT in with the other stocks, like BCST, TUNE and AHWY. It is a web station, and there are not very many of those. It is kinda like with the search engines... remember that consolidation phase? I see the same thing happening here, except we are in the first phase- price appreciation due to recognition of these pretty unrecognized stocks. Once broadband takes off in earnest, VDAT will be a household name, as will all other web stations. Then the second phase, acquisition will kick in, if the consolidation trends are followed. Also, I think the second phase and first phase will be combined into one, because the corporate skepticism surrounding this media is being replaced with the realization that opportunities to make and save money abound and it is not some here-today-gone-tomorrow technology. Yahoo is very smart, and they only have an emerging broadband strategy... I have yet to see the other big portals strategy. VDAT, with the others, is at the crest of a very small wave that is picking up speed and it will turn into a very big wave. And the amazing thing is there are other waves that are out there like that. Just my opinion and happy trading! Jon :)

To: Gary105 who wrote (176)	4/9/1999 11:05:00 PM
From: jeff greene	Respond to of 405

<< Any thoughts/comments on how aggressively VDAT is pursuing aggregating content of others? >> Gary They are aggresively aggregating "premium" content that is consistent with the integrity of the videoviewer. Many content library owners have contacted to acquire channels, however the company remains diligent with preferred real time, interactive, full motion content; no noise allowed. The concept, as I understand it, is to build videoviewer so that a viewer need not leave the site, all channels of interest on "one", thus a perfect advertising model- "very sticky". Videoviewer whether integrated into Yahoo, for example, or stand alone brings all premium content to one location. As Nord has stated, VDAT-content, ITVU-distribution, Inktomi-engine, and take your pick of possible eyeballs (Yahoo,MSFT...)in addition to videoviewer.com, what a combination:))IMO <<I also welcome comments on whether or not people are considering adding to positions at these levels. Is VDAT a $10M company that has plateaued at $100+M......or is it on its way to being a $1B or more market cap company>> It appears many are realizing the undervalued potential of VDAT recently, and one can only speculate on the market cap awarded near term and long term. However, if you compare to a company in the sector like ITVU, albeit much different in role, you see a market cap of 5-6 billion on nearly same 98 revs and future growth potential. IMO, VDAT will obtain this market cap if their business model continues to be executed, possibly as quickly as ITVU,RNWK,BCST. If I have become to enthusiastic, just let me know and I will go back over to the corner and sit down-) Cheers on a GREAT week, Jeff

To: Gary105 who wrote (176)	4/10/1999 9:55:00 AM
From: Fundamentls	Respond to of 405

These guys are certainly at the right place at the right time. Their own content has value. One fact that I think is underappreciated is the implications of the fact that VDAT owns its content. This is not the standard model the marketing/advertising industry has followed for the past 50 years, but a very different one. When professional talent (videographers, actors, voice talent) appear in advertising/marketing videos, the normal arrangement is one of a license - the talent licenses the end product (or their appearance in it) to the buyer for a specific set of purposes. If the buyer uses it for something else, additional royalties are due. VDAT has broken this mold; it buys the talent under "work made for hire" contracts, and it owns the result. The implication of this is staggering, IMHO. It means that the vast majority of promotional material already filmed by advertisers and marketers, even if can be suitably digitized, cannot be delivered over the Internet without renegotiating royalties. On the other hand VDAT can do whatever it wants with its content, including repackaging and reusing it in other clips. This has been a major selling point for VDAT in the marketplace because they can absolve the customer of any infringement liability - something almost no one else will do. Fund