| To: giles who wrote (603) | 8/6/1997 7:34:00 PM | | From: Reno Frazzitta | | | |
Remember, Gateway said they wouldn't come out with their new worstations till Q4; so ACCL probably wont start seeing serious revs from this deal until Q1 of 1998. Right now ACCL is rising in anticipation of those revs; it's also going up because people are starting to percieve ACCL as the leader in the 3D subsystem market, especially with this big vote of confidence from Gateway. But I have to believe there are more gains ahead of us....Remember, they are still on track to have at least 2 additional product releases this year. And there is still a possibility of another oem. They said in a previous conference call that there were a half dozen potential new oems that they were talking to (obviously, we now know that GTW was one of them) but there still a few more possibilities. Don't be surprised to see another oem deal, albeit a smaller one, this year.
I think in light of this, $14 is a real possibility since it was already there a few months ago. |
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| To: MosheS who wrote (589) | 8/6/1997 7:51:00 PM | | From: JOHN CHEN | | | |
Moshe, Andy and others, I have information on ATHM may interest you. This could be a hot stock to buy next.
Over the weekend, my friend and myself had the chance to test ATHM product at a TCI booth.
We were very impressed with its technology to say the least.
I will give you this following example:
for a 2mb file-
28.8 modem ( 28.8 bps ) will take 9.3 minutes;
ISDN ( 128 bps ) will take 2.1 minutes;
ATHM/Cable ( 10,000 bps ) will take 1.6 seconds.
ATHM is owned by TCI, COMSAT & COX and has agreements with many other cable systems across the country. It has acess to 40 mil homes.
ATHM also has deals with MSFT and CSCO.
We certainly think the potential is amazing.
We both are buying ATHM stock and signed up for ATHM service which is not that expensive.
Where we are in the Fremont/San Jose area, we have newly installed fibre optic lines. We assume that fibre optic lines are a requirement for transmission. Please correct us if we're wrong.
The way of the future is fibre optic lines for sure.
There's no comparision amonf 28.8, ISDN and Cable. Cable is it.
However, the success of ATHM may depend on how fast the fibre optic lines are installed across the country. |
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| To: JOHN CHEN who wrote (605) | 8/6/1997 9:48:00 PM | | From: Spiderman | | | |
Oh...I thought I was at the wrong place here for a second..
Wait....uh...Yup...this is an ACCELGRAPHICS site PEOPLE. Let's STAY THE COURSE PLEASE!!!!! THANK YOU!!!! |
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| To: JOHN CHEN who wrote (605) | 8/7/1997 1:10:00 AM | | From: Brian E | | | |
John,
It's good to see you're still following ACCL. I have bought two stocks you have talked up: ACCL and APEX. I'm hoping ACCL can see 13-15 within a week. Wednesday afternoon's drop looks like short-term profit taking to me. I made a nice profit on APEX, selling my position at 15. (Too bad it's 26+ now!) Coincidentally, I am long on ATHM as well. Do you think 30 is within sight? Back on subject, one more press release would really send ACCL on its way.
Brian |
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| To: Fred Puppet who wrote (610) | 8/7/1997 10:02:00 AM | | From: Paul Moerman | | | | |
Congratulations, Fred! I just bought back the shares I sold yesterday for a trading profit. Paid 8 7/8. May have jumped too soon. Will average down every point from here today, IF they want to give it away! <g> |
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