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Technology Stocks : HAUP - Hauppauge Digital -- Ignore unavailable to you. Want to Upgrade?

To: genejockey who wrote (550)	5/23/1999 12:17:00 AM
From: doormouse	Respond to of 1149

Howard, Zeev, Bouy and all, I find it very lonely here, reading the short BW piece to which all this fun may be attributed. The scribner of "Digital TV on a PC," one Gene G. Marcial, evidently doesn't understand the difference between "TV," "digital TV," "HDTV," or "WinTV-D." Nor does Gene evidence understanding the difference between a television signal arriving as RF to one transported over the net. ("Hauppauge will benefit from the increasing supply of Internet-based digital video content"). Mr. Marcial's coup de grace faux pas is the line in which he compares the price of Hauppauge's upcoming WinTV-D ("$500") to the "$7,000 that high-definition TV sets are retailing for". Does BW have a copy desk responsible for fact-checking? These are non-sequitors as goofy as would be comparing the caloric content of fast food on Mars to the length of time enamel-based paints (especially the violet and green wavelengths) take to dry during the Y2K crisis. Mr. Marcial continues with news (via "one New York money manager") that HAUP will announce a jv with a "large Internet company that broadcasts streaming media programming on the Web." Ostensibly, this "New York money manager" is one Mr. Jordon, of Axiom Capital Management. Axiom Capital's Home Page (http://www.axiomcapital.com/) has not apparently been updated since January, 1999. I can faithfully report it's page *"Latest Focus Stock Picks"* (http://www.axiomcapital.com/Focus_Stock_Report_Frameset.htm) features just two hot entries: * SCI Systems - SCI - March 2, 1998 - BUY * Loral Space And Communications - LOR - September 19, 1997 - BUY --------------------------------------------------------- Ladies and gentlemen; the envelope, please: * SCI was $40 on March 2, 1998. * $39 7/16 on HAUP's Big Day. * LOR was $18 on Sept 19, 1997. * Of course, it has subsequently rocketed to $19 5/16. --------------------------------------------------------- Anyway, let's forget technology. Forget AA, TA, T&A. Let's focus on Business Week, as represented by its journalist whose grasp, as it is written, would not seem out of place on a Yahoo board. .k

To: genejockey who wrote (550)	5/23/1999 2:32:00 AM
From: Don Kelly	Read Replies (3) \| Respond to of 1149

>>>What investor is going to buy at 27 when the same company was available at 12 on Thursday?<<< Answer: A typical one. Short sellers often fall into the trap of over estimating the knowledge and trading acumen of the "average investor." Anyone who can read and understand an SEC filing -- or recognizes hype PR when they see it -- knows that HAUP is grossly overvalued. But don't assume the average Joe knows that, else you may end up outsmarting yourself. (Even so, I'm shorting with you on this one; it's just too fat to resist and I think it'll get fatter Monday). Incidentally, according to my understanding of market mechanics, the current float on this stock is not 2 million as posters keep mentioning. It's actually 2 million PLUS the number of outstanding shares short. Given Friday's action it's anybody's guess what the artificial float might be now.