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Technology Stocks : Digital Lava Inc. (DGV) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (255)	5/19/1999 11:46:00 PM
From: Rhino	Read Replies (3) \| Respond to of 343

Flew down to San Diego today for StorNet. Spent the morning listening to RNWK, VCST, Virage (Still private, alas), and DGV spiel their wares. DGV went last and, I'm not kidding or hyping, but they told the best tale of any of them. Even RNWK paled in comparison. Here's what Tom Stigler (VP, Sales & Business Strategy) said, in essence: "If you want to use the computer to watch TV, there's already a better medium for that: the TV. RNWK, great as it is, simply is the dummy deliverer of content. It's just the tube that spews whatever content CNN, MTV, etc. decide to give you. But if you want to actually do something productive with that information, that's where DGV comes in." More or less. He then went on to talk about how companies like VCST and Virage provide important building blocks to make the streaming media experience more useful, but it was clear that only DGV pulls everything together to deliver productivity to the end user. I thought I understood DGV's product fairly well, but Tom pulled out a few tricks that had me (and the rest of the group -- it was very well attended. People from some impressive companies, though I doubt any were top management -- the StorNet seminar is not geared toward that level.) blown away. It was incredible. I bought my initial load of DGV a few weeks (months?) back on the BW coverage. Figured it would be a good short term play. It was. Since then, I've developed more of an appreciation for DGV, and I've fallen in love with the technology. It is an IMPRESSIVE product. For those of you who haven't taken a look, please do. Don't take my word for it. I've also developed an appreciation for DGV's sales force. Every member of the sales team has impressed me. I don't know where DGV got these people, but every one of them impresses me (which is not a fact that I could proclaim of some of the companies I've worked with and invested in). My prediction for this stock? I don't know. But I know the technology is going to continue to garner broader and broader support. It's just too good of an opportunity to pass up. That's why Shell, Cisco, etc. have signed on to have DGV do their training. One last thing: I went into this seminar with a greater appreciation for Virage's technology than DGV's. Figured that DGV was just window dressing for the "really cool" stuff that Virage was offering. I came out feeling the exact opposite. I'd still buy stock in Virage, but Virage will almost certainly never be more than an interesting add-on to other technology. DGV offers a stand-alone, powerful teaching tool. It's very, very cool. Sorry I can't offer more than my endorsement of their technology. Tom had to run right after the meeting -- I was hoping to have lunch with him, but it was obvious he didn't have time. I didn't ask. Rhino