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

To: Glenn Petersen who wrote (27564)	11/14/1999 9:54:00 PM
From: Kimberly Lee	Respond to of 108040

Glenn, you are so kind :). I never thought we contribute this much until you present the statistics with such precision. Not too sure about the "Most Money Made In 1999" award, but many old timers of the thread have confided in me that they've made, on the average, 3000%+ this year.

To: Glenn Petersen who wrote (27564)	11/14/1999 10:02:00 PM
From: Kimberly Lee	Respond to of 108040

Top IPO pick of the week, CacheFlow Inc. (NASDAQ:CFLO) Offering: 5M, range $11-13, but I would be really surprised if MS prices it below $18 Issue pricing currently scheduled on the evening of Nov 18 with trading commencing in the early afternoon of Nov 19. Business and Technology: Several weeks ago when I picked AKAM as the IPO of the week, I touched upon on the three most commonly used methods to speed data flow across heterogeneous networks. "Generally speaking, to enable data flow faster and more efficaciously across the Internet, companies have deployed 3 methods: Caching, Increased Bandwidth and or Outsourcing Server Management." CFLO is one of the key technological leaders of the first method, providing a set of caching products that helps place content closer to the user to speed up the congested networks that make up the Internet. "Caching" refers to the practice of placing a copy of frequently requested web content on strategically placed servers throughout a network with the expectation that those servers can more quickly deliver content to a user that is closer to that "copied" server rather than the host server in which the original content resides. Moreover, instead of relying on other operating systems such as Windows NT, UNIX or Linux, Cacheflow uses its own proprietary operating system, called the CacheOS, and by doing so, CacheFlow eliminates needless lines of code through an operating system that is specifically built for caching and nothing else. By incorporating the CacheOS into machines specifically designed for caching, CacheFlow presents an extremely efficient machine whose hardware and software are dedicated to one function: caching. As well, since the OS platform itself is proprietary, CFLO practically canonizes itself in a uniquely competitive position, discouraging any aspiring copycat from pursuing similar ideas. Client Base: CFLO has a very impressive and diverse client list, including leaders of several sectors. In the ISP space, CacheFlow has sold and is still selling its products to Swisscom, Global One, Road Runner, who along with Excite@Home (Nasdaq:ATHM) is a leader in the cable ISP industry. On the enterprise side, CacheFlow counts Hewlett-Packard (NYSE:HP), Delta Airlines (NYSE:DAL), Lucent Technologies (NYSE:LU), and Goldman Sachs (NYSE:GS), Xerox as well as many others as the company's long time customers. Management: Perhaps more than anything else, CFLO possesses one major asset that's the envy of most: internationally renowned technological dignitary Marc Andreesen, co-founder and the chief architect of Netscape. Andreesen's team reaches deeply and profoundly in its technical experience with other executives drawing their experience from tech-heavyweights such as Sun Microsystems Nasdaq:SUNW), Newbridge Networks (NYSE:NN) and Network Appliance (Nasdaq:NTAP). The strategic vision provided by Andreesen in his director's capacity along with management's overall technical experience will provide CacheFlow with a sustained competitive advantage going forward. Top competitors: Inktomi, AKAM, CSCO, Nortel, Cobalt Networks Underwriting team: Morgan Stanley, Credit Suisse First Boston and DAIN - close to being a dream team. Expectation and analysis: With the recent astronomic debuts of AKAM and COBT, it's hard to imagine CFLO would accomplish less. I expect CashFlow to open at at least 200% premium; in fact, we will most likely see a triple digits open.