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Non-Tech : CAOL: The Chinese AOL and Internet Lottery -- Ignore unavailable to you. Want to Upgrade?

To: Lou Farrell who wrote (571)	7/14/1999 11:15:00 AM
From: Dave Gore	Respond to of 720

UPDATE to XNET/CAOL Market Cap comparison yesterday. I just heard from Francois Goelo, that XNET did a PP and now the Shares Outstanding is closer to 20 Million versus CAOL's 9.165 Million. Yesterday in my post I used the number as 14.1 because that is what the XNET thread header stated. Since I did not receive an exact number, I will use 19.5M for XNET, and 9.2M, of course, for CAOL. In that case (at today's prices); we get the following: XNET = 19.5M (approx) x 3.10 (approx) = $60M (approx) CAOL = 9.2M x 1.00 (approx) = $9.2 M (approx) Looks like CAOL is undervalued, but of course more DD will be required. Maybe others can look at this comparison with XNET, or maybe HRTC, OMDA and others in the sector. Oftentimes a direct comparison to other stocks in the same sector will help us figure out which is the most undervalued. I like CAOL's dual revenue approach though. It is not solely dependent on their ISP and email/future E-commerce revenue, but has rolled out their lottery kiosk program as well, which should bring in significant revenue sooner, even though the email/E-commerce could eventually be the far bigger of the two.