Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : MCNS -- Ignore unavailable to you. Want to Upgrade?

To: Peter Berkman who wrote (918)	7/30/1999 5:51:00 AM
From: R. Bond	Read Replies (1) \| Respond to of 1116

Peter, Branding. I repeat, Branding. I haven't been able to watch Level II for the past 3 weeks, but prior to that the houses that were giving out 'Buy' ratings were in there selling/playing the stock. If I were a customer of one of those guys, I would be giving my broker some serious sh*t. We all know that awareness is key to a hot Net stock, ie. the ones that really soar. Until MCNS becomes known in the way the others have, it just won't happen, IMHO. I hope the comment in the CC about brand awareness is meant to be referring to MCNS. Also, the chart looks horrendous. Sorry to be so negative. "Just the facts, ma'am." Cheers, Bond

To: Peter Berkman who wrote (918)	7/30/1999 8:55:00 AM
From: david wolf	Read Replies (1) \| Respond to of 1116

Peter, agree with you 100%. Its been a long and difficult ride, esp watching KOOP hit $45 on the basis of an announcement to "spend" $90M for advertising. IMO, MCNS will continue to be the wall-flower, until another mega-deal is inked with a pharmaceutical or a deep-pocketed partner climbs aboard. Both are inevitable, question is when. Until then, keep in mind that MCNS continues to execute its business plan and grow the company. Many positives on the horizon: 1) Another acquisition to close soon 2) MCNS has expanded sales force and is actively working with the pharmaceuticals on new programs 3) MCNS face-lift to debut in August 4) $10M marketing blitz to launch this fall 5) Good healthy financials, no debt, a growing revenue stream and a very frugal and responsible mgmt team, holding the line on expenses --- should ensure profitability soon 6) Great traffic numbers and solid portfolio; very attractive assets given sector interest and consolidation Markets are currently a mess ... remember MCNS touched $14 1/2 just weeks ago on the news of the Russell 2000 listing. Hopefully we'll recover soon. Until then, keep drinking heavily. Regards. DAVID