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Technology Stocks : eShare Technolgies (ESHR) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (109)	12/16/1999 12:29:00 AM
From: robbie_nw	Respond to of 653

Tom - I understood that ESHR got MSPG contract....did KANA as well? ...."Since its September IPO, Kana has also announced major deals. This month alone, Kana has been chosen as the online e-commerce platform for clothing retailer J. Crew. Mindspring (Nasdaq: MSPG), a national ISP, also chose Kana to manage its online customer communications.".... (from the recent Red Herring article talking about this market segment: redherring.com ) Have you spoken to management at all in your DD process? TIA

To: Tom Hua who wrote (109)	12/16/1999 1:01:00 AM
From: TheLineMan	Respond to of 653

I was in OZEMY when there was a similar situation. The biggest ISP in Australlia was trading at a massive discount to Mindspring and Earthlink, and paying a dividend too. It took an appearance from some analyst on CNN businessline to mention it before it started rockin'. I got out of that one too early - I think it was bought by MCI in the end. So I'm sure something will happen here. Either others in the business sector will fall 80% or so or ESHR will rise 400%. I think the answer will lie somewhere between the two. But on the otherhand I thought the same would happen with OZEMY and MSPG meeting in the middle somewhere - but MSPG kept going up - so who knows. Strange thing this "new economy". I've been trading some of the stock, but I put the stuff I got at $4 aside for some long term capital gains. What to do with the rest?