The 56 Point TA; Charts With an Attitude Message Board

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Strategies & Market Trends : The 56 Point TA; Charts With an Attitude

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To: Doug R who wrote (28513)	4/17/1999 2:28:00 PM
From: Omer B.	Read Replies (1) of 79230

Thread: The following was posted on Yahoo HNV board (# 1775). "excellent research not guessing by: thoranly 1775 of 1776 A small brokerage just published an excellent analysis of HNV business and valuation. Micheal Feinsod who manages infinty capital partners--Phone 212-838-7575--brokerage name,Monness,Crespi,Hardt & co. Highlites are as follows: Target price of $7.00 in near term and possibly higher if more fufillment contracts are entered. Investors have concentred on " the Pipe" and not on the " second pipe" the piece that acvtually delivers the " pipe" sales of goods. HNV is the company that is truely the only pure play that does it all. HNV will provide and focus on the infrastucture needs to make E-commerce function on a profitable basis. Research has shown that PORTALS are increasingly demanding that e-merchants have significant back end capability to meet customer demand. Keystone offers ala carte menu from web site deveopment, telemarketing customer service and fulfillment options--nobody else offers that package. Outsourcing will grow dramically due to: Merchantssell not collect and deliver save costs and learning , brick and morter or wharehousing. Keeps balance sheet free of depreciation and amoritization which reduces drag on EARNINGS!! As more goods are sold on-line customer service becomes increasing important,Keystone is positioned to provide customer service for third parties on a profitable business model. UNLIKE OTHER E- MERCHANTS HNV BECOMES MORE PROFITABLE ON EACH PACKAGED SHIPPED. HNV has no inventory risks with respects to Keystone all goods are on consignment. Valuation( which is consistant with less capable companies) Brand marketing 1.2X sale 500 million 600million Web services 10Xsales 80Million 800million total 1,400 million shares 210 million implied value $6.64 "

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