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Microcap & Penny Stocks : Rande Is. . .FISHING. . [under $1.50] -- Ignore unavailable to you. Want to Upgrade?

To: Bucky Katt who wrote (2958)	12/10/1999 10:29:00 AM
From: Steven Finkel	Respond to of 4766

William: It is my pleasure to point out a quality pick when I am pretty sure that I have one. I appreciate in return your mentioning of yours. EDIT: THEY DON'T GET MORE TIMELY THAN THAT!

To: Bucky Katt who wrote (2958)	12/13/1999 4:07:00 PM
From: Steven Finkel	Respond to of 4766

William: How did you like the action on EVIS today? What a great stock. Continued buying, excellent volume, and still no news. When it hits, there is no reason that it won't follow the same path that HRCT took. I am considering adding more in this range because 1.5, 1.6 whatever it is will look really cheap when EVIS is at 10/share.

To: Bucky Katt who wrote (2958)	12/13/1999 5:22:00 PM
From: Steven Finkel	Read Replies (1) \| Respond to of 4766

William: This article bodes very well for our EVIS play: Brokerages see gold in 24-hour global trading By Sandeep Junnarkar Staff Writer, CNET News.com September 10, 1999, 9:55 a.m. PT A long-term dream of offering worldwide 24-hour trading has brokerages rushing to plant their flags across Europe and Asia. This week, for example, Fortrend, a division of U.S.-based broker Fortrend Securities, launched a service that will allow Australian investors to trade U.S. securities. The move comes months after ETrade, Charles Schwab, Ameritrade, and others took strong measures to position themselves overseas. While some online brokerages are reaping small rewards by offering their services abroad, most industry experts don't expect a true windfall for several years to come. To succeed, brokerages must jump several hurdles--including changing cultural attitudes toward trading equities and surmounting technological barriers. But the payoff could be big and the prospect of clients trading at any given moment from any point around the globe is simply too enticing to ignore. Most analysts point to the Far East, including Japan and Hong Kong, as the regions with the greatest potential for growth in online trading. "Our view of most foreign markets is that they are just in their infancy, and this would be a really good time to participate in the development of those markets," said Ameritrade vice president Michael Anderson. Ameritrade cut a deal with France's Cortal that will allow its U.S. customers to trade French equities while allowing Cortal's clients to trade U.S. stocks. The company has also partnered with Deutsche Banc to provide services to German investors. Still, the company does not expect to see its overseas business bloom for another three to five years. Online trading firms venturing overseas, nearly across the board, cite the same barriers to success. These include an Internet infrastructure that needs much improvement before it can support greater numbers of consumers online, local regulatory hurdles, and populations that are far from primed to trade equities. "Technological problems can be overcome, but cultural mindset is always a factor," said Dan Burke, a senior brokerage analyst at Gomez Advisors. "The domestic Internet brokerage market has been so strong because of the American disposition toward equities and a very warm stock market over the past eight years," Burke said. To cite an example of cultural barriers, Burke said that most Japanese investors were so badly battered when the Nikkei exchange tumbled during the Asian economic crisis last year that they are now stashing their assets in low-interest saving accounts. "That is something facing all brokerage houses as they move into Japan," said Burke. "How do they educate investors to realize the long-term potential of being in an equities investor?" In some countries, there are already clear indications of how powerful online trading could become. As ETrade and Schwab continue to battle it out in the United Kingdom, a recent survey showed that the number of online trades in the United Kingdom surged 73 percent in the second quarter. DLJ Direct, a unit of Donaldson, Lufkin & Jenrette, started its U.K. service last week. While other countries are not as far along as the United Kingdom, analysts agree the move overseas is a necessary strategic plan for brokerages "to diversify their revenue stream, instead of relying solely on the U.S. market," Burke said. Grab yourself a partner While local competition abroad may not pose much of a threat for U.S.-based companies, they will need to form partnerships with regional firms to navigate regulatory rules. "A local partner will be especially important in the more underdeveloped countries," said Ray Dirks, an analyst at investment firm Security Capital Trading. Like Ameritrade, ETrade has also signed several international alliances to bring its branded services to about 20 markets worldwide. "We intend to rely primarily on local third parties for regulatory compliance in international jurisdiction," the company said in its latest quarterly Securities and Exchange filing. ETrade said it would generate revenue through licensing fees and royalties based on each partner's transaction revenues. According to the company's SEC filing for the third quarter, international revenues actually dipped compared with year-ago figures. The company generated $1.9 million for the quarter this year compared with $3.1 million for the same period last year.

To: Bucky Katt who wrote (2958)	12/16/1999 7:29:00 PM
From: Kanetsu	Read Replies (1) \| Respond to of 4766

William, I read your posts on Rande Is Home and admire your work. Just wanted to bounce a stock off you, I already own it and like the story, but I guess if it was that great it wouldn't be trading at 1. TELV - Televideo, a San Jose company who used to sell monitors and multimedia products but basically were getting their ass kicked and have now changed course. Their current business involves thin-client solutions (beats the heck out of me) and they also will market a plug and play internet box, the iT2000, in March of 2000. It will be less than $400, no set-up required and no tower, "small easy to use design" as they put it. I don't have an opinion on their prospects in these ventures, but according to investor relations thin-client computing is a hot area. They consider themselves a "start-up company with years of experience." The stock got my attention because TELV has a more than 5% stake in mySimon. I spoke with both mySimon and TELV to ascertain the exact percentage and they would only say that it was more than 5 and less than 10. TELV invested $1 million in mySimon in Sept. 98. mySimon will IPO sometime next year and should do extremely well. TELV also has a 30% stake in Applied Photonics Technology, but I don't know about APT's prospects, only that TELV has sunk $3 million into them and loaned them some more. APT has no sales, they are described as a "developmental stage enterprise specializing in the development of electronics display technology. APT has not recorded any sales to date but the company expects it's first sales will commence in Fiscal 99." IR referred me to someone else for questions regarding APT and he was out, I have a message in. It's either a potential gold mine or a black hole, but the money has been spent in either case. TELV also has $5,000,000 in cash (it's book value is .37 according to Yahoo). Add it all up and I think the company should be worth a lot more, the investment in mySimon is probably worth more than the $10 million m/c of TELV. mySimon is the leader in their space, I don't think a 500 million m/c is off base for mySimon, but that's just an off the cuff prediction, more research needs to be done to value mySimon. Anyway, I think it's interesting and thought I'd solicit a more sage opinion. If you are interested, call investor relations at 408-954-8333 and ask for their investor kit and 10Q, it's good reading IMO. Let me know if you have any thoughts. kanetsu