Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: westes who wrote (583)	5/23/1999 1:32:00 PM
From: Jetter	Respond to of 1149

One thing all of you are forgetting... "One hell of a deal is already priced into this stock..." Unless some of you are hoping for buyout news in the $30-40.00 range, the news will not support this stock price and rise... If yo don't believe me, just look at history. Even some of the brightest companies sell off after great news... PS. Will, don't even think for one minute that anyone here, or any money manager for that matter invests with the same information that venture capitalist do... Get serious... This issue will close below $15.00 by weeks end... Cheers.

To: westes who wrote (583)	5/23/1999 2:11:00 PM
From: peter michaelson	Read Replies (1) \| Respond to of 1149

Will: Thank goodness for the first rational and articulate long to counter these famous short-sellers' powerful statements. I am short, too, but appreciate your posts. Re the point on venture capitalists not taking 500% gains off the table - let's note that they would have a highly diversified portfolio. If this is the case with you, congratulations that your approximately $500,000 value in HAUP is but a portion of your diversified portfolio. If this is not the case, if asked, I would advise taking 50% of your gain off the table on Monday morning. And thanks for the lucid posts. Peter

To: westes who wrote (583)	5/23/1999 9:30:00 PM
From: Mike Baker	Read Replies (2) \| Respond to of 1149

Some good info and posts tonight (Thx #556, 575,etc. ) The hardest question here is how hard it is to pace a market cap on these exciting emerging companies that have terribly weak bottom lines, no pe's etc. etc. . It really is the "Wild West " out there , although reality has been realing its ugly head recently (bought Mindspring at 100, now at 79.5, its not fair?!?!). That being said, the realm of internet stocks is finite and as an investor you have to look at the # of shares in play, the whole profile basically and go from there. The IPOS that rocked a couple of months ago (VERT , ABOV, perfect examples) had a sorry looking revenue report and a business description that was hard to nail down. Nevertheless, the stocks went from the 30's to 150, with just a crazy day to day escalation of demand, volume, news coverage, chat room talk,and a host of other factors. When you look at HAUP's profile it is a internet stock investor's dream. - Very low market cap, mouth-watering low float and shares outstanding, earnings, a track record, alliances, and blockbuster, pioneering technology , a compelling, easy to grasp concept( TV on your PC), Press Coverage (Business Week, CBS , CNBC etc.) If you comare market cap net valuations with HAUP, combined with the story, low float, and enthusiam for companies connected with the big leaders on the Internet and you have the perfect ingredients for a big short term blockbuster winner. The closest stock I can compare HAUP to is MSGI when it ran from 12 to 60 in a incredibly short time. The MSGI story wasn't nearly as compelling and the shares outstanding gave it a much bigger market cap then HAUP. You probably get stock to short on this stock now as it simply has such a small float and alot of the share info is in transit and can't be borrowed so basically any negativity is either regret , envy, or hopes for some short stock. I see a gap up and a run to the mid forties by Wed and then a price settling around 35 like MSGI. Who knows though, a MSGI like run to 60 entirely possible. Thoughts?