pamc Message Board - Msg: 12153803

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Non-Tech : pamc

PAMC 45.78

+0.1%

Oct 31 5:00 PM EST

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To: Steven M. Kaplan who wrote (530)	12/1/1999 10:40:00 AM
From: Goodboy	Read Replies (1) of 570

It should be noted that the stock is up $3 on less than 100,000 shares of volume. Much of the float has been put away. The larger institutional guys that are learning the story and analying the company have opted to be part of the private placements rather than go out and bid up the illiquid float on PAMC. Those players include UICI, Tudor, Brown Simpson and Lehman. I would assume they will raise more money in the near term prior to the official roll up and we can add another name or two to that list. We are at 33. Aetna is the anchor, Blue Cross is a marketing partner and platform user, 5 other carriers are on board, they have locked up valuable net real estate and have other strategic net alliances. What could happan next? Maybe one or more analysts luanch coverage, more strategic alliances like the Blue Cross deal, more carrier deals, more private funding, the start of traditional media advertising (maybe they can squeeze a commerical in between the Ameritrade, E-trade or DLJ Direct spots on CNBC). The market cap is a fraction of their brokerage cousins and a fraction of other lessor biz models on the net. This could be explosive. Good luck.

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