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Technology Stocks : Audible Inc-(Nadaq-ADBL) -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (1)	6/23/1999 8:20:00 PM
From: Topannuity	Read Replies (4) \| Respond to of 165

I rate this 4 out of 10. It may be good only for FLIPPERS. Sell on the pop. ****************************************************** These are the winning IPOs-- biz.yahoo.com On their first day of trading investors bid these shares up to more than 10 times** their IPO price. What made these IPOs so compelling? They had many of the following exceptional characteristics. Now you decide whether or not this IPO has what is takes to be a winner, too: ****************************************************** Will this company emerge as the category leader in its market? Does this company represent the leading edge in its technology products or merchandising model? YES=1 NO=0 1 Probably leader in their niche. **************************************************** Does this company have the "first-mover" advantage over all its competitors? YES=1 NO=0 1 = yes, first mover **************************************************** Does this company operate in a big-ass market? Is its market expected to grow exponentially in the foreseeable future? Does it offer products or services in the "HOT" sectors, e.g., infrastructure, enabling technologies, DSL, wireless internet communication, B-to-B commerce, verticals, hosted services, etc.? YES=1 NO=0 ? its hard to know what size market we have here so far revenues are negligible **************************************************** Does this company have strong brand recognition (the "branding" advantage)? YES=1 NO=0 0= never heard of thm until now.. Have you? **************************************************** Does this company have a winning merchandising and customer service strategy? Has it attracted high-profile clients or consumers? Does the company have multiple (or blended) revenue sources? YES=1 NO=0 0 **************************************************** Does the management team hustle? Have they demonstrated success in prior public ventures? Does the company have the best people in this field? YES=1 NO=0 0 All no namers. I'm not impressed. see link ostman.com **************************************************** Was this company backed early on by leading venture capital firms? YES=1 NO=0 1 = YES!!!! Big time **************************************************** Is the float relatively small (3-5 million shares)? YES=1 NO=0 1=Yes 4,000,000 [Here's the float--in millions of shares-- for some recently priced IPOs which are trading at least 100% above their IPO levels (as of 6/18/99): BRCD 3.2; CMTN 4.0; CPTH 4.5; EXTR 7.0; MKTW 2.7; MMXI 3.0; MRBA 4.0; PCLN 10.0; PRSF 8.0; PHCM 4.0; RBAK 2.5; RTHM 9.4; STRM 7.0; SILK 3.0; VERT 3.5] **************************************************** Is this company being underwritten by at least one of the three best-performing lead underwriters--Morgan Stanley Dean Witter, Merrill Lynch, and Goldman Sachs? YES=1 NO=0 0=NO!!!! (Volpe sucks) [These brokers are very careful in choosing the companies they underwrite because they need to protect their long-established reputation for offering quality IPOs and quality investments. If this IPO passes muster with Morgan Stanley Dean Witter, Merrill Lynch, or Goldman Sachs, it's usually a good deal.] **************************************************** Is there a lot of "BUZZ" about and anticipation for this IPO? One way to guage this interest is by counting the number of messages about this IPO on the SI threads. 30 or more messages=1 Less than 30 messages=0 0= so far nothing [The buzz factor can add to the appeal of an issue, but the absence of buzz does not necessarily detract. Some great stocks generate buzz, and some great stocks don't, for whatever reason. Here are some hard figures on this concept: The PCLN SI thread had 598 messages up to the morning of March 30, 1999, when it began trading. I believe this is the record number of pre-IPO posts for any issue. PCLN was one of the biggest first-day movers, jumping from $16 to $84. see techstocks.com VERT had 69 pre-IPO messages. On the other hand, an IPO with few pre-IPO messages may still turn out to be a big winner. Recent examples are RBAK (8 pre-IPO posts), HLTH (7 pre-IPO posts), CMTN (15 pre-IPO posts), and BRCD (12 pre-IPO posts). You can also learn more about the "hot" IPOs at this site-- ostman.com ] <><><><><><><><><><><><><><><><><><><><><><><><><><><> Taking these criteria into account, how does this IPO stack up? Please post your TOTAL SCORE (i.e., the number of "YES" responses) on the first line of your reply message. <><><><><><><><><><><><><><><><><><><><><><><><><><><> RESOURCES: Underwriter's performance quote.com Management team and their experience sec.gov SEC filings and prospectuses edgar-online.com sec.gov "Hot" IPOs list ostman.com Free live 24/7 chat channel devoted to IPOs chat.yahoo.com Yahoo's list of the top performing IPOs biz.yahoo.com General info on the IPO-ing company smartportfolio.com ipomaven.com ipocentral.com ipo-fund.com quote.com ipofinancial.com Weekly IPO commentary and analysis** ipo-fund.com

To: Mohan Marette who wrote (1)	7/10/1999 8:20:00 AM
From: Labrador	Read Replies (2) \| Respond to of 165

I played around on the Company's web site. A couple of questions/comments: 1. Who manufactures the mobile hardware (cost $149)? 2. Has anyone subscribed and tried out their services? Seems complex to install and download to the mobile hardware (I am not techie). I hope this isn't the pain that a zip-drive is. 3. I frequently rent books on tape, and purchase once in a while. Very convenient for trips (Every two weeks or so, I go on a 6 hour round trip). The mobile hardware only holds 2 hours of voice. So, if you have a book and it is say 8 hours, one has to (apparently) keep going back and downloading -- seems very inconvenient. Obviously, this doesn't work for my 6 hour weekend excursions since I can only listen to 2 hours at a time. Thoughts? 4. The selection of tapes seems pretty good, although I only looked up a few titles (they had them all). Any thoughts on whether they get current titles and best sellers in a timely fashion? By the way, plan to read the prospectus over the next couple of days, so maybe I'll see a few answers to the above.