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To: Yak-attack who wrote (26)	1/6/2000 2:11:00 AM
From: CIMA	Respond to of 226

Another "Granny" update: Since the PR came out, I have received several emails and one person on RB asking just what this PR means. It's very important for all of you to know where your money is going, so here is my response to the Packer early this am on RB. It should help give you an idea of what's going on. PLAIN ENGLISH: E-Marketing is this: 1) Have you ever bought something online and been asked to fill out a survey? That's e-marketing. 2) Have you ever gotten e-mails offering a sales pitch on some new service or project? Ditto... 3) Ever looked at all the banners on advertised paid software or web-sites? Ditto... 4) Ever been asked if you want to get email alerts when so and so's companies partners make a new offer on so and so product? Ditto... It's the new wave of business. As the interent develops, so will it. Basically, WSI is correlating this information according to various markets and then selling it to whatever business is interested. This can bring in massive sales to companies that would not have been able to do so 5 years ago. And it's completely international too. The good news for us is that it's highly profitable, low maintenance and in high demand. So you hate all that spam you get? Well start loving it because it's now making you money. This news may bring in some of the big boys. Tomorrow will be interesting indeed. HOLD YOUR SHARES!

To: Yak-attack who wrote (26)	1/12/2000 12:10:00 PM
From: CIMA	Respond to of 226

'An amazing job of picking winners' CMGI's board on emergency status to approve deals: Silicon Valley has adopted the Japanese concept of keiretsu -- a network of companies linked by mutual obligation that share information and knowledge. Steve Case and Gerald Levin have created the world's largest keiretsu with the proposed merger of America Online and Time Warner but other corporate leaders are set to create global alliances of their own. The preferences of those individual leaders will determine what kind of deals will emerge. In addition to the keiretsus, a number of corporate samurai are roaming the land looking to ally themselves with the emperors of the Internet More Technology News By DAVID AKIN The Financial Post David Wetherell, the 45-year-old chairman and CEO of CMGI Inc., keeps his five-member board of directors on "emergency status," ready to approve a new deal at a moment's notice. That's because he leads an Internet firm and speed is everything in the new connected economy. His board probably doesn't mind being summoned at all hours for Mr. Wetherell, experts agree, has an uncanny gift for spotting winners and sniffing out the duds of the Internet economy. CMGI is two parts venture capital company and one part Internet advertising firm. "It's hard to argue with anything they do," said Paul Hagen, an analyst with Forrester Research Inc., in Cambridge, Mass. "They do an amazing job picking winners." That success -- and a market value of more than $37-billion -- has given Mr. Wetherell, from his home base in Andover, Mass., influence in the Internet economy that matches Bill Gates, Paul Allen or Steve Case. (All figures in U.S. dollars.) The youngest of six children, Mr. Wetherell grew up in Connecticut and went to Ohio Wesleyan University. He is described as soft-spoken and laid-back, the kind of guy you might find selling textbooks to college professors at Ivy League campuses, which is, in fact, what CMGI, then known as College Marketing Group, was doing in the early 1990s. In 1994, Mr. Wetherell took the company public and used the proceeds to invest in Lycos and Booklink. He sold Booklink eventually to AOL for a cool $70-million. Those early investments, which also included taking stakes in GeoCities and Critical Path, have made CMGI and Mr. Wetherell wealthy and added significant cache to the firm. Today, about 60 companies make up the CMGI network, either as subsidiaries or beneficiaries of minority positions. Its most notable holdings right now include AltaVista and Lycos. Because of his connection to Lycos, Mr. Wetherell could become a factor in BCE Inc.'s Internet strategy. BCE is said to have been interested in acquiring all of, or a significant portion of, Lycos, which it would make the cornerstone of a consumer Internet strategy. There will be increasing pressure on BCE, in the wake of the AOL-Time Warner deal, to get into the Internet deal-making game. Top Stories Celestica buys three IBM plants for US$500M R&D picture mixed in Canada: Conference Board Siemens buys Newbridge stake in Israel's Seabridge Japanese stocks fall after Wall Street's declines; U.S. dollar rises

To: Yak-attack who wrote (26)	1/12/2000 1:21:00 PM
From: CIMA	Read Replies (2) \| Respond to of 226

Re-valuation for the Internet Sector by Cherie Payne cherie@smallcapcenter.com January 11, 2000 Paine Webber analyst Chris Dixon says yesterday's announcement of the merger between America Online, Inc. (NYSE: AOL) and Time Warner (NYSE: TWX) may spark re-valuations in the Internet sector. "We are now moving into a reality check as to what Internet valuations are going to look like," Dixon predicted. "And mean old Mr. Market is just trying to decide...whether the new company is going to get based upon Internet valuations - which is one thing - or whether it gets valued on traditional media valuations, which is going to be a critical question for the Internet at large." Analysts at Morgan Stanley Dean Witter say the valuation question has been key for small caps so far this year. "Last week the value stocks, down 1.1%, outperformed the growth stocks, down 4.6%," says this week's small cap report. "More importantly, after more than a year...the value stocks outperformed growth stocks by more than a 3.5% margin," the report continues. "The technology sector explains the difference between growth and value stocks' performance." The report notes that in the Internet sector, only 16 companies posted positive performances in the first week of 2000. Yesterday's announcement was met with widespread speculation that the AOL Time Warner deal could lead to a wave of mergers between Internet and media firms. Dixon seemed to downplay yesterday's enthusiasm, but conceded that some smaller Internet firms might see benefits. When asked what kind of effect the announcement has for other Internet and media companies, Dixon responded, "not much." "The good news is that Time Warner AOL is effectively accelerating the development of the Internet, from a text based world to a broadband platform that can effectively offer television-like video and music streaming," he explained. "That's great news for all those Internet companies that are in those businesses, because it just means that the world that we've all [anticipated] is being accelerated. It's going to happen sooner, rather than later." "So that's great news for companies like CDNow (NASDAQ: CDNW), or some of the [other] smaller [Internet] companies," Dixon said.