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Politics : Idea Of The Day

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To: J.T. who wrote (26663)	5/30/1999 1:33:00 PM
From: Bart	Read Replies (1) of 50167

J.T.-It was good to see your recent posts. They bring back fond memories. -I rarely pound the table for a particular stock,but after months of DD and reading everything I could find on PTEK..I think this thing is a major bluelight special!-Book value is reportedly between $13-$15 a share on just its core business. It owns 12% of webmd, and similar stakes in several more soon to launch IPO's. The WEBMD stake is worth from $10-$15 per share to PTEK depending on the daily price of HLTH which agreed to merge/buy WEBMD.WEBMD is getting huge support ie. $$,from the likes of dupont, SUNW,oh yeah ..and MSFT. CNN recently made a deal with WEBMD to use them to access and provide all their Medically related information in return they get more $$ and free advertising. -So far ,heres the good part,none of the deals including the WEBMD deal and a significant stake in USAnet which launches later this week,have been reflected in the stock price. - PTEK has a guaranteed arrangement with WEBMD to be their exclusive provider of Orchestrate (which is their core product)..It allows users to access their mail,and faxes and do all kinds of communications from one mailbox including telephone..all communications get sorted to one place. -The stock is currently trading around $15.5 and has been $13.75 to $20.8750 in the past 2 weeks.I believe it is worth $25 just for its core bus plus its WEBMD stake. This does not include any good will or future earnings potential. -The downside is that it has a large float and lots of folks got in a year ago at higher prices and have been selling into rallies. The company went from over $30 last year to $2.5 last oct. after 2 major clients filed bankruptcy(they accounted for 10% of revenue)They then changed CEO.s and seem to be back on track -Please check them out and tell me what I'm missing!

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