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.

Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (9964)	6/3/1999 10:26:00 AM
From: Mac	Read Replies (1) \| Respond to of 52051

Congradulations on the thread success. It's got a lot to do with your attitude.

To: Stock Watcher who wrote (9964)	6/3/1999 10:31:00 AM
From: Boddington	Read Replies (1) \| Respond to of 52051

s/w re : HVAR - given that the website launch news is now out... I hate to say this, but the play is over. Long term? Should have more revenues within the month. Last ones were astounding. There's also much speculation about Millenium parties boosting sales. That's not unreasonable, as a friend in the importing of Champagne business says it's been crazy all year with people hoarding for Y2K. I'm no long-term BB fan though. I do still hold a little HVAR and feel it shouldn't get below 10c. The company could've played this one much better, IMO. Shame about NPEC slide today, but it stopped where it should have, and now we must see if it goes back to rising. So far it's not much different than what we saw from GRPV at 40c, for example. My main interest these days remains in VRDE. Regards.

To: Stock Watcher who wrote (9964)	6/3/1999 10:34:00 AM
From: Dave Gore	Read Replies (1) \| Respond to of 52051

the TSIG SITUATION. We were wrong but can we still win? Just posted this on the TSIG thread. With a Conference Call later today and the stock at a new low because of a re-focus toward "core" values, is this a good time to buy or a bad one? ** just posted I just picked up 12,000 more shares. I rarely average down, but Conference Calls often reassure shareholders and that is exactly what is needed here. I will pick up significantly more if it goes down a little further as well. Just nibble here and there and wait. It is the wise companies who make the hard decision to re-focus. Several companies, like APPLE COMPUTER, who I work for, had to do that. So did IBM a few years ago and Compaq, Eastman Kodak, etc, etc, etc. You often become stronger because of it, because you now know what does not work, so you eliminate strategic guesswork. I agree 100% with the latest move. The margins and opportunities inherent in the MyMusic Card deserve the prime focus, imo. All I look for now is for them to execute, and since contracts are already in hand that certainly helps. I am more of a realist and optimist than some. In short, I look at the situation like this. The company is beyond the phase now of guessing what might be the right path. They tried something really ambitious and it became obvious it may not work. Instead of wasting any more time and money, they decided to scale back and focus on core value. Works for me. Good luck all.