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Technology Stocks : MBT International Inc. (MBTI)

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To: Mathew MacIver who wrote (20)1/9/1999 10:53:00 AM
From: Mathew MacIver  Read Replies (2) of 212
 
The new announcement is interesting in that the two new potential deals seem to respond to the both the expertise concerns and possible problems that could be solved by integration with transport companies. Per one of my December posts

"The only downsides I can see are 1) geographic/transport cost constraints on the expansion of local markets for lower cost items, 2) the unsophisticated design of the site (ie, do they have it all together on the technical side.....)."

The national freight company advertising deal shows they are thinking about the former, the ISP/design firm deal, the other. Do people think its a Canadian national company or a US national company? Also, now we have three deals on the table (and none announced by any of the other companies, to my knowledge)....anybody talked to them about where specifically the first one stands beyond just "final negotiations"? Seems to be lagging a bit.

Finally, do people we think we're stable around 8 per my post to Jean Robert?

Thanks in advance for your comments

Mathew
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