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Technology Stocks : First Virtual Corporation (FVCX) -- Ignore unavailable to you. Want to Upgrade?

To: money@work who wrote (111)	6/2/1999 2:58:00 AM
From: Dave Twibell	Respond to of 323

Very little impact. The vast majority of costs will be covered by insurance. Dave

To: money@work who wrote (111)	6/2/1999 12:00:00 PM
From: Daniel Shaffer	Read Replies (1) \| Respond to of 323

Overhanging lawsuits could depress stock price for awhile. I went through this with Sierra Semiconductor about 8 years ago. The stock dropped and shareholders sued. The stock stayed down. About the time that the suit was finally settled, the stock took off like a rocket. Coincidence? I don't know, but I know that patience paid off. I paid $12 for the stock, it dropped to about $6 which brought on the suits, and about 18 months later, I sold for around $24 plus picked up a few dollars per share from settlement of the lawsuit.

To: money@work who wrote (111)	6/2/1999 11:12:00 PM
From: QuietWon	Respond to of 323

what gets me is that my understanding is that the co lost a sale to BAY (now NT), which BAY re-sold to LU. Also, BAY said they would not stock inventory. Now, on the conf call shortly after the drop, they said they would sell directly to the end customer, so it seems they are not losing a sale at all. If that is true, then the stock should not have dropped that much. The only amount they lose, imo, is the differential in margin in selling thru BAY/NT vs selling it themselves.