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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2572)	7/27/1999 9:01:00 PM
From: Mad2	Respond to of 10293

Unfortunatly you never know on YHOO if the obnoxious long is a disguised short.....irregardless guy's an idiot biggot. Concerning NTOP if they go at the top end (14) they have a market cap of 175mil with IDTC holding 57% or 100mil worth. With past back door deals like this market discounts parents holding by 30% or mor putting IDTC's ownership of NTOP at 70mil at the 14/share price. Unfortunatly, the internet telephone business isn't one that NTOP can build a moat around. Their own documents indicate CSCO, T and WCOM to name a few are developing a product. Given NTOP quality is sketchy at best (apparently PC hardware dependant....lovely) it sounds like NTOP is on the bleeding edge of a technology that a better heeled technology company will perfect. Not the kind of stock you want to buy for little Johnny's education or retirement biz.yahoo.com For IDTC debit is a bit greater than cash (better than being out of cash and looking for a banker) but income is weak. Any idea what core business is worth or is that another business WCOM, T or one of the Bell's will step on when they get around to it. Mad2

To: Bill Wexler who wrote (2572)	7/28/1999 6:41:00 AM
From: RockyBalboa	Read Replies (1) \| Respond to of 10293

EGGS & ONSL ... your favourite dogs: redherring.com What were these eggheads thinking? By Tom Davey Redherring.com July 15, 1999 Although their press release is sunny-side up, the $400 million merger announced Wednesday between Onsale (Nasdaq: ONSL) and Egghead.com (Nasdaq: EGGS) appears to be a desperate scramble to whip up their values. Both companies' stocks had been around a quarter of their 52-week highs, and the merger news edged them even lower. The peddler of closeout computer inventory and the former brick-and-mortar software shop say their combined operation's sales rate is "approaching $500 million." They also expect to rank number one in traffic among online technology retailers. The companies say pooling their resources will eliminate duplicate expenses. They aim to build a single brand around the better-known Egghead.com name and leverage Onsale's ability to convert site visitors to paying customers. Before the merger, neither company expected to show a profit until at least late next year. That shouldn't matter, because the combined companies have a $148 million stash of cash, according to recent filings with the Securities and Exchange Commission. The not-so-good news is that they are burning it at a rate of about $56 million a year, which could still keep them in business a few years by consolidating costs, even if they never make a penny of profit. ...

To: Bill Wexler who wrote (2572)	7/28/1999 7:16:00 AM
From: Bill Wexler	Read Replies (2) \| Respond to of 10293

When you own a stock like INTC, you ponder the future of the PC and the impact of the internet. When you own a stock like MSFT, you marvel at the ratio of its massive market cap to GDP. When you own a stock like WMT or COST you ponder the landscape of big retail and the health of the overall economy. But what do you spend your time thinking about when you own a stock like CYOE, GUMM or REFR? Here's a clue..... The CYOE stock fraud messages.yahoo.com The REFR stock fraud messages.yahoo.com The GUMM stock promotion fraud messages.yahoo.com The RACE stock fraud messages.yahoo.com The SBTK stock fraud messages.yahoo.com