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Non-Tech : Doc Stone's Bierstube und Trading Room -- Ignore unavailable to you. Want to Upgrade?

To: jbkelle who wrote (606)	11/13/1999 5:47:00 PM
From: M. Frank Greiffenstein	Respond to of 638

MTST Update: Read the CC transcript! jbkelle, go to microtest.com and download the CC transcript (a .pdf file). CEO Hren provides a lot of "color" to what we already know, that there are also some more nuggets not mentioned in any PR. -- MTST invented Net Man software. This is a software for metering software licenses given to alrge purchasers. Citirx has acknowledge that MTST has better metering software than they do, so they are in negotiations to license it to CTRX !! -- An OEM search. Hren wants his thin servers to be mass manufactured by one of the big companies. He refused to say who, but later in the CC he started talking about who he ran into at Market Fusion convention: Compaq, Dell, H-P, etc. He feels this approach is more likely to make MTST a "100 million dollar company". --Hren says the OmniFiber product is "selling like hotcakes". The WebZerver is on backorder. -- If they find an OEM, Hren sees no reason why sales can't accelerate 50% a year for next 3 years. -- Hren expects Q4 to be much better than Q3. DocStone

To: jbkelle who wrote (606)	11/16/1999 4:54:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 638

Multiple influences on MTST today!! MTST came in like a lamb and left a roaring lion! Probably 50% of the float traded today (factoring in double counting of shares on the Naz). Tow things happened. First George Gilder mentioned MTST as being the inventor of NAS. Gilder is very influential. Although he does not pick stocks, his articles generate great interest. He also invests in some of the companies he mentions, like WAVX and GBLX. He DOES NOT reocmmend MTST, he basically mentioned it in passing while discussing the broader theme of NAS. Also, some website called "audioinvestor" touted MTST last night. Don't know much about it, purportedly it is a popular site. Throw in Comdex excitement, and you have a recipe for a rocketing stock. Personally, I wish today's move had been more news driven, like announcement of an OEM relationship. But at least MTST is starting to draw investor attention. It is critical to get a loyal core of longs to invest in this stock. A loyal core in a small float stock keeps the shorts away. I advise everybody to buy this company in their cash accounts. It is now above $5, allowing many investors to buy on margin. This would be a mistake. We can keep the shorts away. Fortunately, most of the shares in this company are closely held, making it difficult to borrow anyways. DocStone