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

To: Joe Copia who wrote (11100)	7/9/1999 8:31:00 AM
From: Jimmy Dunn	Respond to of 108040

Gerken Capital Initiates Coverage of Datalink.net To receive a copy of the complete research report including full disclosure send an autoresponder email to: mailto:netd2@infofree.com Summary Gerken Capital Associates is initiating research coverage of Datalink.net, Inc. with an "Aggressive Buy" recommendation for long-term investors with an 18-month investment horizon. Datalink.net is the only Internet/wireless communications company offering Web to Wireless(tm) products and services for both the wireless user and e-commerce Internet web sites. Datalinks.net' business strategy is to position itself as an Internet company, bridging the Web to Wireless community, serving a 28 million wireless data user marketplace, which is estimated to grow at a 25% compounded annual growth rate. Web to Wireless technology empowers customers by connecting them to current events that are important to them without being tied to a computer or other wired device. Datalink.net's suite of products personalizes the information they want to receive, and avoids information overload. Datalink.net's architecture is carrier, device, transport, and protocol independent which translates to services which are compatible with every wireless carrier and all text messaging devices such as PCS telephones, numeric pagers and PDAs. The Company uses brand name strategic partners to leverage its sales and marketing effort. These partnerships assist Datalink.net in positioning itself as the Web to Wireless leader. Partners include MCI WorldCom/SkyTel, the first paging carrier service in the US with over 1 million one-way alpha customers. SkyTel has been distributing Datalink.net's products since Q4-98. In addition to a Financial Products Suite, Datalink.net offers over 25 broadcast channels to SkyTel customers. SkyTel's advanced messaging customer base grew by over 100% in '98 to 450,600 units in service. Office Depot, the world's largest seller of office products, operates 749 stores with '98 sales of $9 billion. The Company has entered into a reseller agreement with Office Depot providing Datalink.net a nationwide outlet for distributing consumer information services to the mass market. PageNet is a national carrier serving more than 10 million customers and capable of reaching 90% of the US population. Datalink.net is a PageNet reseller. This gives the Company enormous leverage in purchasing airtime for its customers. And, BellSouth Wireless Data, where Datalink.net has become their first advanced messaging provider. BellSouth Wireless Data operates throughout the United States, covering more than 93 percent of the urban business population located in 492 Metropolitan Statistical Areas (MSAs) and non-MSAs with a total population of 200 million people. The Company is continuing to identify other leading paging, PCS and retail wireless providers with which to build new relationships. At present, Datalink.net has six US patents issued plus two patents pending which concern pager enhancement keyboard and system, and an alphanumeric paging message system operating on the Internet. Current analogies for comparison and which speak to the dynamics of the W2W space, include Yahoo!'s $80 million acquisition of "On-line Anywhere" which delivers content to Sprint PCS phones, Microsoft's recent acquisition of "OmniBrowse", the IPO of "Phone.com", valued at $1.2 billion on $6 million of revenues and $14 million in losses, and the eBay and SkyTel announcement to offer a wireless online auction service. The Company has consistently outperformed both the S&P 500 and the Russell 2000 indices for the TTM period. Datalink.net has 4.96 million fully diluted shares outstanding of which 1.5 million is freely trading float. The market capitalization of the Company is approximately $20 million, and the average 30-day trading volume of the common stock is 50,000. At current price levels, the Company has built-in downside protection with close to $2.00 of cash and equivalents per share on hand. The Company's common stock trades on the NASDAQ Bulletin Board.* Datalink.net is headquartered at 1735 Technology Way, Suite 790, San Jose, California 95110. The telephone number is (408) 367-1700; the fax number is (408) 367-1701; and the Web Site address is <A HREF="http://www.datalink.net"> datalink.net </A> Datalink.net is a fully reporting and publicly traded on NASDAQ's OTC Bulletin Board under the symbol "NETD". Full SEC disclosure filings are available at: <A HREF="http://www.sec.gov/cgi-bin/srch-edgar.datalink.net"> sec.gov </A> Datalink.net is the only Internet/wireless communications company offering Web to Wireless(tm) products and services for both the wireless user and e-commerce Internet web sites.