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Technology Stocks : Lodgenet Entertainment

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To: Brad Zelnick who wrote (59)	6/17/1998 2:31:00 PM
From: Tokyo VD	Read Replies (1) of 79

Brad, "Beta test" is the company's language, not mine. The "InterNet" (sic) is fine and good, but this is not Amazon.com (which currently sells at an amazing 1.6 times the market cap of Barnes and Noble and if it hits par ($100), it will be selling at the combined market cap of Barnes & Noble and Borders). What does the acquired company actually provide? These guys aren't an ISP. As I understand the release, they are an "enabler". Maybe KW can provide an understanding of what other hotels or businesses this company has helped in bypassing the PBX. From the sound of it, LNET will use this technology to connect T-1 lines to the current movie servers installed in the hotel basement. This will then be ported to every room (I'm not sure exactly how, but I assume accross the installed coax), and LNET is going to have to find a simple way to provide "simple connectivity" (an ethernet port is not something that business travels can plug into) to get high-speed internet access. Tokyo

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