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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (11744)	9/7/1999 11:54:00 PM
From: Kaliico	Read Replies (1) \| Respond to of 57584

On the IPO plate this month.... Getting to these before others do...i.e., LIOX was mentioned here over a week ago. 20 years of general research experience on my part goes into these picks. May we all prosper! You all know hoe I LOVE B2B!!!!!!!!! Another business-to-business sector with some interesting issues in the pipeline is the email direct marketing sector. Companies in this sector scheduled to go public over the next few weeks include Exactis.com (Nasdaq:XACT), Yesmail.com (Nasdaq:YESM), and NetCreations (Nasdaq:NTCR). The current dominant form of advertising over the Internet is banner advertising. However, recent industry statistics show that the percentage of people clicking on these banner ads has been declining. According to Yesmail.com's prospectus, "banner advertising has proven to be less effective as a direct marketing medium than as a branding vehicle, with response rates averaging 0.7% according to Forrester Research." The companies in the email direct marketing space are seeking to capitalize on the higher response rates found via direct email marketing in an attempt to attract Internet advertising dollars that were previously allocated to banner advertising. In their prospectus, NetCreations reflects on the improved responsiveness of direct email marketing: "Opt-in email campaigns typically generate response rates from 5% to 15%, which greatly exceeds the typical banner advertising response rate of 0.7% and postal direct mail response rates of 2% to 3%. The higher responsiveness found in email advertising has not gone unnoticed by the larger Internet advertising agencies. Both 24/7 Media (Nasdaq:TFSM) and Flycast Communications (Nasdaq:FCST) have built their own direct email marketing components either via acquisitions or in-house development. Competition in this space will continue to increase as companies vie for a piece of a rapidly expanding pie: "The Direct Marketing Association estimates that spending on Internet direct marketing will increase from $600 million in 1998 to $5.3 billion in 2003", as stated in Yesmail.com's prospectus. Best Regards. Kaliico

To: Rande Is who wrote (11744)	9/7/1999 11:54:00 PM
From: twentyfirstcenturyfox	Read Replies (1) \| Respond to of 57584

Randy - I like PVTL (Nasq). But - have no position as it went straight up after its August 99 IPO. Now its weakened, as the usual suspects give it their 2 thumbs up routine (the 3 houses participating in the IPO). You mentioned it when it came out - you or anyone on the thread have any thoughts?? if this is off-topic now, say why so. thanks, Don.

To: Rande Is who wrote (11744)	9/8/1999 12:19:00 AM
From: KevinThompson	Read Replies (1) \| Respond to of 57584

Thanks Rande for the response. Among the many things I like about this thread and your (our) trading style is that we endeavor to get in early before others do and then get out before others sell. That is a main characteristic of the HOME thread, and a most profitable approach. Thank you and thanks to all of the many others on this thread that help to make early entry and low risk plays possible. Great thread, Rande! Best Regards, KT

To: Rande Is who wrote (11744)	9/8/1999 12:35:00 AM
From: Kaliico	Read Replies (1) \| Respond to of 57584

FYI : Lehman Brothers upgraded a number of wireless companies today (*iam not the author) with an analyst report indicating U.S. market penetration should reach 70% by 2007, significantly higher than the previous 50% estimate. The report stated, "We have become convinced that wireless adoption will be higher than our previous thinking, due to: greater competition, better value, smarter handsets, higher quality networks, and favorable regulation." Lehman upgraded three companies, Motorola (NYSE:MOT), Powertel (Nasdaq:PTEL) and Rogers Cantel Mobile (NYSE:RCN), to Buy from Outperform. The firm also upgraded Nextel (Nasdaq:NXTL) to Outperform from Neutral, VoiceStream (Nasdaq:VSTR) to Buy from Neutral, and both Western Wireless (Nasdaq:WWCA) and Aerial Communications (Nasdaq:AERL) to Outperform from Neutral. Wireless stocks were up across the board today, with Motorola up 4 7/8 to 100, Powertel up 3 15/16 to 42, Rogers Cantel Mobile up 13/16 to 22 1/16, Nextel up 2 11/16 to 63 1/2, VoiceStream up 3 3/16 to 48 13/16, Western Wireless up 2 7/16 to 43 1/4 and Aerial Communications up 1 5/8 to 19.