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Technology Stocks : WAVX Anyone? -- Ignore unavailable to you. Want to Upgrade?

To: cm who wrote (8758)	8/19/1999 9:45:00 AM
From: Arthur Radley	Respond to of 11417

Information only..realize its no competition for WAVX. CyberCash: Time for a Closer Look By Timothy Middleton Plenty of tech investors have been blinded by shooting stars ? stocks that burn brightly for a while then quickly fizzle out. One such company is CYBERCASH (CYCH), which since peaking in November 1998 at $22, has fallen to less than $10. The company's stock was trading at $9.12 early on Aug. 12. But Ulric Weil, senior technology analyst for Friedman, Billings, Ramsey, said it's time to begin taking a closer look at the stock. Vital Statistics: CyberCash (CYCH) -------------------------------------------------------------------------------- Recent Stock Price: $9.12 (8/12/99) 52-week High: $24.87 52-week Low: $5.87 Shares Outstanding: 20M Market Cap: $178.8M EPS: 1999E - ($2.00) Revenue: 1999E - $18.5M CYBERCASH provides payment solutions for e-commerce. Jupiter Communications estimates that more than a quarter of online shoppers have abandoned purchases rather than fill out lengthy order forms, which among other data requires inputting 16-digit credit card numbers. CYBERCASH has a product called CyberCoin that it says can make online purchasing easier, but to date market penetration has been slight. But Mr. Weil said the company is updating its technology, and is offering a product called InstaBuy. Once payment information and other details are registered with InstaBuy, any merchant displaying an InstaBuy logo can make the sale and get the paperwork from CYBERCASH, rather than the customer. "The company is confident that InstaBuy will turn its situation around," Mr. Weil said. "If that happens, it may be able to break even in the second half of next year." The analyst rates the company's shares an ACCUMULATE. He said he would not give it an upgrade until the company delivers ? or a downgrade if it doesn't. ?with Michael Middleton

To: cm who wrote (8758)	8/20/1999 10:05:00 AM
From: cm	Read Replies (2) \| Respond to of 11417

RB Speculations... Folks, there's been especially wonderful and intriguing posts on RB of late. I suggest everybody take a look at Nelzoni and Ducatti's posts from yesterday. Pay particular attention to the recently renamed division of Sarnoff... now called Nxtwave (or Nxt-Wave)... used to be called Sarnoff Digital Communications. Some of Sarnoff Digital's seed money came from storage and chip luminary Al Shugart. And Sarnoff Digital has had lots of dealings with Motorola. Then there's the whole set of German translations which make all manner of interesting connections between Wave and VLSI and banks and others. (Incidentally, VLSI was recently merged into Philips...) Then, before that, there was the Novitera (nee inTelecast) mention in another German article. Bottom line: heck if I know what's going on. Best Regards, c m