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

To: xbrent who wrote (38393)	12/3/1999 11:34:00 PM
From: Jane4IceCream	Read Replies (1) \| Respond to of 108040

Hi brent! Agree with you on NTPL. Loaded up in the high 5's this morn and at 6 later on a dip. There are 3 obvious...no make that 4...reasons to be in NPTL for next week: 1) ACOM IPO 2) Growing revenues and hot Internet consulting sector 3) Kim is in it 4) Anthony@Pacific is in it The problem I saw today is exactly what Anthony said earlier in that too many traders going in and out. Should have closed even stronger. Jane J. Jackson

To: xbrent who wrote (38393)	12/4/1999 7:15:00 AM
From: xbrent	Respond to of 108040

ACOM appears to be heavily oversubscribed,estimates of multiples of oversubscription range from 6x to 30. ACOM and NTPL have similar top lines. Goldman original pricing of ACOM was $12 and was revised to $22+. The final revision should come out on monday. Doubtful that it will be less, given the oversubcription condition. Some think that it will trade closer to $100 than $50 when trading opens on tuesday. Should it trade at $40, $60, or $100, any of those numbers would have a considerable positive impact on NTPL,given that NTPL has a comparable top line. The wild card seems to be that Hoovers does not include NTPL in the ACOM competitor list. Assuming that the media figures out the relevancy of NTPL to ACOM, NTPL should take off with considerable momentum when the relationship is more widely understood. Seemingly, ACOM should see $50 on tuesday let alone considerably more. With a comparable top line NTPL should soar. A 50% valuation of ACOM should put NTPL at $25. A run from 6 to $25 does seem a bit ambitious but we shall see. But no matter how you cut it, NTPL should make double digits at some point, its just a question of a number in the high teens or low teens, IMO.