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

To: Rande Is who wrote (14949)	11/14/1999 2:44:00 PM
From: Kanetsu	Respond to of 57584

Rande, A case in point is SIFY, (best segue I could think of to talk about my new favorite stock...it's Sunday so indulge me) the stock has had quite a run as QP play so buying it here is risky, but I couldn't like a stock more. It seems like a no-brainer. (usually not a good sign, DIS seemed like no-brainer also) SIFY is an Indian internet company that is an ISP, Portal, and e-business solutions provider. Merril describes them as an "AOL Plus." SIFY is: 1. B2B company: high end data transfer, ecommerce, network services, web services etc. 2. Business to Consumer company (ISP and Portal Services) They are the largest ISP and have the second largest portal, but largest local audience. They can use the portal www.satyamonline.com as default page for their ISP customers, tremendous synergy b/w portal and access. 3. Internet infrastructure company: (they own the pipes and can rent them out so businesses don't have to build their own WAN) 4. Indian internet company: They are projecting amazing growth for the internet in India, think US five years ago, SIFY won't have to worry too much about foreign competition as foreign companies must work in joint venture relationships per Indian law, great possibilities for joint ventures with an AOL or YHOO. Also, they will be ahead on the learning curve being able to copy from the triumphs and pitfalls of US internet companies. Currently SIFY's rev are 60% ISP dues and 40% business and portal so they already have a nice mix, and are already generating ad revs on portal. Revs are also up 600% year over year. I could go on and on as is my tendency, but suggest anyone who is interested check out Satyam's webpage at the following link: satyam.net.in QP ends Monday and I have no idea what the stock will do short term, I will alert if it tanks and offers another buying opportunity, I only have small position now. It has to be worth more than a $1 billion market cap long term IMHO. Do you have any thoughts on SIFY? Thanks again for this thread, it helps me trade with confidence.

To: Rande Is who wrote (14949)	11/15/1999 12:31:00 AM
From: Steven Finkel	Read Replies (1) \| Respond to of 57584

IBM, Doubleclick, Others Plan Announcement Monday NEW YORK (Reuters) - IBM, a major software developer and the No. 2 online advertiser, along with DoubleClick, which operates an online ad network, and several partners said on Friday they planned a ''major joint announcement'' on Monday. Net Perceptions Inc (Nasdaq:NETP - news). and net.Genesis Corp., makers of online direct marketing software, and other partners were also included in a statement detailing the planned announcement on Monday in San Francisco at a Web marketing conference. The companies said they would make the announcement via a conference call during the Personalization Summit, a conference sponsored by Net Perceptions to address the role of personalization marketing. DoubleClick, which was trading 17 points higher in late afternoon trading ahead of the news advisory, added another $10 in active trading to close at 167-1/16, up 27-7/16 on the Nasdaq stock market on Friday. Net Perceptions added 5-5/8 to close at 33-7/8 on the Nasdaq. IBM ended the day at 95-7/8, up 3/4 of a point on the New York Stock Exchange. An IBM spokesman said the advisory was inadvertently released. ''This is not an announcement of some merger deal. It's just going to be an announcement to develop a Web solution for personalized marketing,'' IBM spokesman Glenn Hintze said. Participating in the call will be Karl Salnoske, vice president of electronic commerce for IBM Global Services, the computer consulting arm of the world's largest computer maker. He will be joined by executives of net.Genesis, Net Perceptions and DoubleClick's Tech Solutions.

To: Rande Is who wrote (14949)	11/15/1999 12:37:00 AM
From: Steven Finkel	Read Replies (1) \| Respond to of 57584

IBM, Net Perceptions, net.Genesis and DoubleClick TechSolutions to Make Major Announcement at Personalization Summit PR Newswire - November 12, 1999 16:01 WHAT: IBM Corp., Net Perceptions Inc., net.Genesis Corp. and DoubleClick TechSolutions will make a major joint announcement regarding Web solutions during the inaugural Personalization Summit. WHEN: 10:25 a.m. Nov. 15, 1999 WHERE: The Personalization Summit The Fairmont Hotel Pavilion Room 950 Mason Street San Francisco To join live via teleconference, please call 800-280-1337. Recorded playback will be available until Nov. 16 at 800-938-1886 (passcode #7388). WHO: Karl Salnoske, vice president, electronic commerce, IBM Global Services. He will be joined by executives from net.Genesis, Net Perceptions and DoubleClick Tech Solutions. RSVP: Glenn Hintze, IBM Communications, 914-642-5449 For more information, media only: Rich Adolph, Waggener Edstrom, 425-637-9097, richa@wagged.com SOURCE Net Perceptions, Inc.