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Technology Stocks : Electronics Boutique (ELBO) -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (612)	12/7/1999 7:07:00 PM
From: Top Jim	Respond to of 779

Mad2, Great news on EB World. Seems they are starting to ink some deals to drive eyeballs. They now have 2 gaming portals and AOL driving traffic. Personally, I would like EB World to join forces with other shopping sites like AMZN, COOL, Cybermall, etc to link into those fearless consumers venturing into cyberspace w/credit cards in hand. Also, these deals are usually revenue-sharing and will not impact expenses but rather gross margins. JMHO. OT, Pseudo is part-owned by WCAP (Winfield Capital). They are a publicly traded VC firm that has taken 11 companies public in the last 18 months, 10 in the past 10 months. Besides Pseudo, they have over 15 other private placements in the hopper. Their public portfolio includes CMRC, COOL, ROWE, ESTM, BLSW, HEAR, IBUY, WGAT, JWEB and PNVN. Prio, another holding, was just acquired by INSP. The details on this transaction have not been announced yet. Current Market Cap for WCAP is about 20% over public portfolio NAV. CMGI & IGCE are valued at 10-50x book. Earnings this quarter ending 12/31 are over $8 so far. They just got listed on the Nasdaq Ntnl Market but no coverage yet. The stock price is ~$30, up from $1 two years ago and $7 last year. If you haven't noticed, I am extremely bullish on WCAP as a LT hold. Looking for ELBO to be $45 in 12 months, WCAP $100-$150. Regards, TJ

To: Mad2 who wrote (612)	12/7/1999 10:51:00 PM
From: ratherbelong	Read Replies (1) \| Respond to of 779

Mad2, Great press release circulated after the market closed today...should be reflected in trading tomorrow. EBWORLD.COM has long been and remains the hidden value in ELBO shares. With this press release, EB has raised the bar for all "Johnny come lately" game stores, in that, you can now watch a clip of the game your considering prior to your purchase. (What better way to make a buying decision?) I have always thought that buying a game over the net would eventually and logically come to this point...and I am happy to see EB leading the way with this technology. If the potential of ebworld.com ever gets priced into our shares...their value will soar. This news is huge and I hope the market understands the far reaching implications of this latest strategic alliance. Good luck to you and all ELBO longs! RBL