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Re: whizknock post# 2534

Friday, 12/15/2006 9:41:00 PM

Friday, December 15, 2006 9:41:00 PM

Post# of 41740
Hi Whiz...thanks and close.
I was referring (albeit quite loosely) to the argument for fundamental analysis vs. technical analysis here. I'm excited that there is finally a window approaching that may suggest a little f/a is possible w/ some momentum being gained acquiring paying customers. In short, in the realm of f/a there are a plethora of methods but two predominant ones are the top-down and bottom-up models. The top-down essentially starts w/ the general economy, industry and eventually works down to the comapny specifics in order to assign a 'proper' valuation for a stock. The bottom-up approach is just the opposite and begins with a careful and prudent analysis of the comapny's financial, marketing and business plan, customer base, management, competitors etc, and then moves up to the broader analysis of sector, industry and general supply and demand factors of the economy.
As a result of the financial quagmire Onev currently finds itself, but more importantly... as a result of a perceived surging demand(imo) of their products vis a vis existing, new and potential customers, I was simply suggesting this:
We are now (almost) capable of taking a snapshot of where we are now and actually making some reasonable assumptions and projections of where we might be in the short and intermediate future re revs, liabilities, inc. We're not quite there yet. We need one or two substantial post-test switches to be turned on re MV...and/ or a tier one MCC OEM bundle to be activated w/ the remote and we'll have to still wait a quarter or two to get a real feel of the rev streams and how it will trickle down to profit, or future expectations of same.
My newfound excitement is a result of the following five items:

1) Onev now has paying customers and a realistic 'snapshot' is emerging atlas of where we are. Gotta know where we're coming from when attempting to determine where we're going.
2) The ocean is full of fish and appears we may have finally hooked a few big ones (imo) in lieu of so many nibbles of the past.
3) Media centers are in the mainstream now and w/ the launch of Vista and all the hype associated therewith, literally everyone who upgrades and/ or purchases...will own one.
4) The computer is gradually moving out of the spare home office to the living room (this is huge)
5) Keyboards and mice 'suck' when on the couch

Sorry so darn long. Happy Holidays
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