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Re: gotinearly post# 14414

Monday, 07/15/2002 8:11:40 PM

Monday, July 15, 2002 8:11:40 PM

Post# of 15369
I realize we're all speculating, but just for the sake of argument, why wouldn't SEVU want to disclose positive news prior to a settlement? There are a number of possible reasons, but on the other hand, if the future looks more promising, wouldn't it be easier to negotiate fewer shares of stock as settlement? Perhaps a more likely scenario would be that customers (Radio Shack, Wal-Mart, etc.) would be reluctant to enter into a deal until the CA is settled. I'm not sure how likely that is either, as their primary concern would be product availability and quality, and if SEVU fails to deliver, the retailers aren't out anything. I still believe the reason we don't see SecureView widely available in stores is either because they aren't selling or they can't afford to produce them.

There's no doubt the CA settlement will be beneficial. Seeing them in a handful of Costco's is also very encouraging, but what if they don't sell? Can the company afford a marketing or demo program? I hope so, because personally, I think they need it.