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To: swisstrader who wrote (2760)	12/19/1999 7:37:00 PM
From: TobagoJack	Respond to of 6020

The fellow, in fact, said the entire Board will be invited. Here is a quote: "The entire SI thread is invited as soon as it is my porch. I'll go down to Italy in Mid-January, sign and own the place maybe 8 weeks later, hopefully. Unless we're planning on a fireplace-party we might want to wait until May/June.". Further, the fellow gave me this ... which I am looking into > P.P.S.: "Brokat: Premier mCommerce Infrastructure Play, In Our View > Brokat, the leading European eServices infrastructure firm, outlined > its strategy for mobile commerce (mCommerce) to Robertson Stephens. We > consider Brokat the most attractive investment opportunity in the > European mCommerce industry. Three factors stand out: Brokat is > strongly positioned as a platform technology provider; Brokat holds a > patent for the digital authentication of signatures via mobile phones; > and we expect Brokat to announce details of its open approach to > exploiting this key patent via a consortium of mobile operators and > software developers. We expect the current quarter will see record > order flow for the Twister product in Brokat's core eFinance area, but > some projects may not close this quarter due to Y2K issues, which may > result in revenue slippage into Q1:00. We have accounted for this in > our forecasts and would not be surprised to see revenues flat on a > quarter-to-quarter basis. Investors should look beyond this near-term > issue and focus on the mCommerce opportunity, which could generate > strong revenue upside in 2000." > FYI: Brokat is one of the 2 interesting German Internet-plays. I held them > for 2 weeks for a 100% runup, shortly after their IPO in September 1998 > (!).