| To: robwins who wrote (1114) | 3/14/2000 12:08:00 PM | | From: john w. toigo | | | | |
Robwins: Sorry for the late reply. Been traveling and then keeping my eye more on RMBS, ELON, SPYG than AURL. No G2 on a buyout, but it makes good sense. Fundamentals should be much stronger now that SNE has launched Playstation II and MSFT countered with their own proposal. Game space should stay VERY active for several years as new titles get written for SNE and then MSFT. Between that and the conversion to interactive TV, HDTV, and set top boxes; AURL should be looking at huge growth opportunities. Hard to predict from here without knowing their plans, but IMO maybe 10 times the market cap? Good technical base formed in here from which we should move into the mid teens very soon. |
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| To: Eric mulay who wrote (1117) | 3/14/2000 9:06:00 PM | | From: john w. toigo | | | | |
Eric, Et Al > Unreal day, I'd say. AURL showed real strength in an ugly tech sector day. Forgot ot look at the volume today, but the price movement says somebody wants to own this stock. Certainly isn't much interest here on the thread. Nothing under "Messages" on YHOO. Is the "chatter" somewhere else - or not at all? Does anyone have an idea id AURL software is compatible with the Playstation II. I know SNE featured A3D in their top o' the line PC's but I didn't find any references to PSII and AURL when I did a search of the SNE home page. Any Clues? Any price predictions? |
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| To: Eric mulay who wrote (1119) | 3/16/2000 9:49:00 PM | | From: john w. toigo | | | | |
Eric - Thanks for the reply. If you still have a friend at AURL he should be able to tell you if the A3D is compatible with Sony PSII, i hope. I agree with you that something fundamental is going on here. Lots of buying support. I'm inclined to think that they will report very good numbers. Technically (chart wise), they're beginning now to form a "penant" (like a flag waving)at the $9 range. Very bullish indicator for a move upward from here. Problem is this market is getting way overbought in tech and the correction has begun. May take AURL down too, even though its still got a way to go because of that damm reverse split from a few years ago. Folks in recently at 2-3 will be very itchy to sell! |
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| To: Eric mulay who wrote (1122) | 3/24/2000 4:45:00 PM | | From: Artslaw | | | |
Noticed no one posted the annual report last night.
biz.yahoo.com
Summary: they lost a lot of money fighting Creative. Todays stock movement reflected that! Now I have to think if I want to get back in to AURL again at more reasonable levels, but it has all the problems it used to have: no coverage, no chance for NASDAQ listing, no institutional buying (due to market cap and share price)
Oh, yeah, and there is this quote from the report:
"Our financial resources are severely stretched to the point that we must seek an immediate capital infusion to continue our business," continued Kokinakis. "To that end, we have held discussions with multiple parties regarding a potential sale of our company or a significant capital infusion. Such discussions are continuing at this time, but there is no assurance that we will complete a transaction. Our largest shareholder has stepped in to provide interim funding through its acquisition from our prior lenders of, and funding under, our existing credit facility, although there is no assurance that this will continue."
I honestly can't believe the stock didn't drop a hell of a lot more. This is just too risky to play.
Anyone have any opinions?
Steve |
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