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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (15990)	9/17/1999 5:47:00 PM
From: gizmo&jack	Respond to of 108040

Kimberly, ILIF was a very short-term pick for me based on a CNBC comment last week. Got in at 6.50, out at 6.50 when it wasn't moving. Haven't held it for days so don't make me look too bad. Now, SYBR today I look bad on because I probably should've sold on the way down, but I kept thinking it would bounce. Still do though so the jury is out. Very surprising movement. Thought the news was quite good. The company is going to sell assets which generated $6MM in cash. If it only gets 2X revenue for the sale, it will be just about equal to its market cap in cash!!! And, oh by the way, it now will be focused exclusively on its internet business which I guess is worth nothing. Not to mention in the early stages of testing and developing B2B e-commerce division. Again, estimated to be worth nothing according to the selloff today. With the cash that the company will have to devote to these businesses, I think people will soon be looking twice. Especially if beautybuys.com still ipos as rumored. A definite case of sell on the news panic today imo. Regarding ZDZ, I picked up alot right at the open at 16.5 (think I got screwed a half-point by Ameritrade but what can you do). Here I really don't know what people are thinking. This is one of the best buys I have seen in recent months. While every one focuses only the flavor of the month, they miss gems such as this. What's not to like? (1) Morgan Stanley advising on sale of ZDZ for several months. Something will happen probably soon. (2) Even in the odd chance it doesn't, this company is a top 20 mediametrix site that is trading near its all-time low. Actually right at its all-time low before today. (3) Trading 1/3 value of CNET yet has an equal audience to and is an exact comparable. (4) Don't think the world saw today's news about the Business Week article just because you did. Many more subscribers will view it for the first time this weekend. Today was the golden opportunity. There may be more time on Monday though. I don't know. It could run, but could also move up gradually given the fact that it is no longer under 1 month old. Either way, shouldn't take more than 2 weeks to gain at least 50% from today's open (assuming normal market conditions). I'll check back on it then.

To: Kimberly Lee who wrote (15990)	9/18/1999 1:26:00 AM
From: amadeus	Read Replies (1) \| Respond to of 108040

doing some digging on XSNI, the free isp in europe, here's what I've found so far: they are in UK, Norway, & Sweden UK: x-stream.com sweden: x-stream.com norway: x-stream.com couple of other sites: X-Stream SmartShopper at smartshopper.x-stream.co.uk X-Stream Games Network at x-stream.gamesnetwork.com from their pr friday: biz.yahoo.com >Launched in the UK on March 8, 1998, The X-Stream Network is the world's first 100% FREE Internet access service, which now boasts over 445,000 registered subscribers worldwide. < (earlier pr at their site mentions 265,000 subscribers in march, so looks like they are growing rapidly) >Already committed to advertise with X-Stream Norway are Amazon.co.uk, Audiostreet, DVD Street, Alphabet Street, Games Street and Ritz Casino.< apparently the PR put out Friday was news that was released on their web site under 'press releases' about a week ago.. on the 9th looks like more news may be imminent as I see a newer pr there mentioning the opening up in Sweden, which just was posted on the 14th here: 14/09/99 The X-Stream Network launches its innovative FREE Internet Service in Sweden in conjunction with ONOFF. 08/09/99 The X-Stream Network Signs Agreement With beeb.com. 08/09/99 The X-Stream Network Announces FREE Norwegian Internet Service in conjunction with Domino, at local call rates. 23/08/99 Jobs in the City for X-Stream. 18/08/99 Capital One signs strategic partnership with X-Stream. 26/07/99 The X-Stream Network Becomes First Free UK ISP To Launch Across Europe. 16/07/99 The X-Stream Network Announces On-Line Agreement With Blue Square 15/07/99 24/1 - How Free Can You Go? 06/07/99 Free Internet Users Seek more Value with X-StreaMailplus. 01/07/99 The X-Stream Network Launches 'X-Stream SmartShopper' in Partnership with BargainFinder. 28/05/99 The UK'S third largest ISP now offers FREE unified messaging. 25/05/99 The X-Stream Network Announces Alliance with Carlton Online 25/03/99 The X-Stream Network Serves 5.5 Million Ads in One Week-end to 265,000 users 09/03/99 The X-Stream Network astounds free ISP market with FREE CALLS for the remaining weekends in March 05/03/99 The X-Stream Network challenges Dixons Freeserve, and offers FREE CALLS in addition to free internet access for users 04/03/99 Free ISP, The X-Stream Network, awards Lucent Technologies £17.5 Million (US $28 M) Data Networking Contract 27/01/99 X-Stream Says 'Thanks' with £5.5 Million Birthday Present To Users - The UK's first FREE ISP celebrates its First Anniversary with a massive software and Web space give-away 27/11/98 X-Stream Provides A New Travel Portal in conjunction with Microsoft and Associated New Media with On-line Booking Access to Airline Databases for Best Value and Late Availability Travel Offers 21/10/98 The X-Stream Network fortifies its status as a TRUE WEB PORTAL 28/09/98 Game-on with The X-Stream Games Network 02/06/98 X-Stream is Fastest Growing ISP in UK - X-Stream is Fastest Growing ISP in UK - 28,000 Registered Users in Eleven weeks 10/03/98 X-Stream Technologies Saves Users Typical £150 Annual Subscription