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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (9744)	6/25/1999 3:50:00 PM
From: BarbaraT	Respond to of 108040

Thank you ... I'm one who has lost that much on this one. Happy to recover a bit.

To: $Mogul who wrote (9744)	6/25/1999 4:12:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

CAOL - all good things come to those who wait. Feel the same about SCKT. Perfect stock to just keep accumulating. Potential right up there with SYCD. I work at an investment bank and everyone has a palm pilot nowadays. One guy even bought them in bulk once at a store to get a discount because he knew he could unload them at work and make a profit. And even more people have cell phones. The natural connection between the two which will enable e-mail and internet access through a cellular phone call from anywhere will meet with overwhelming demand. Forget about the individual. Corporatations will buy these things en masse. It will all be expensed. And I don't know if MSFT will be the leader in this field, but I have a decent feeling that they will be highly competitive given their financial clout. And SCKT technology will be sold to MSFT on EVERY SINGLE Windows CE kit. The current $10mm market cap on this company is hysterical.

To: $Mogul who wrote (9744)	6/25/1999 4:28:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

One more CAOL comment. Heard that china.com may IPO on NASDAQ as early as next week. So I was way too conservative in my prior post. Regarding AOL's significant equity investment in china.com (I think 10% or 15%), it just validates the enormous potential of the internet in China. And even if china.com maintains the dominant market share like AOL does here, the market opportunity for other ISP services, ie. CAOL, is immense. Think about this: AOL's market cap may be $111 billion. Earthlink's is $2 billion, less than 50X in value. So you can't really compare the two, but if Earthlink's market value was, say, $100 million, you might say that it was significantly undervalued and a much better investment opportunity that AOL. This is how I feel about CAOL relative to china.com and is my response to a few people who have messaged me making ridiculous comparisons between CAOL and china.com as if this was a reason not to invest in CAOL. CAOL's market cap is around $5 million. It's lottery operations alone support a stock price multiples beyond where it is today. And I have a feeling that the ISP in a province of 100 million will support a stock price multiples beyond where it is today as well. Now combine the two aspects of the business and you begin to get the picture. Should be interesting news coming soon.