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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (18104)	1/6/2000 2:24:00 PM
From: American Spirit	Read Replies (2) \| Respond to of 57584

Thinking of jumping on some WCOM and LU here. Seem like lows. INTC if it falls below 80 an excellent buy too. Someone holding BEBE below 22 but that should be broken soon. URBN bottom-fishing. Lucky I sold that one at $24 after in-store DD revealed less than stellar pre Xmas business. Not the case for BEBE and ANF though. Both stellar. ANN also bottom-fishing here. But I still prefer BEBE. Software stocks like CPWR, IMRS and TSK dirt cheap today. Ought to recover nicely soon. Look at PSFT go. UIS still a great buy. IFMX at bottom here unless earnings tank.

To: Rande Is who wrote (18104)	1/6/2000 2:38:00 PM
From: Steven Finkel	Read Replies (2) \| Respond to of 57584

VFND REPORT: Rande, after doing DD and speaking with the company, I have decided to buy VFND as a long term hold on today's breakout above the 52 week high. I believe people are finally realizing that business to business corporation (could you have a better name?) is a private, wholly owned subsidiary of virtualfund.com. This is an exciting company who is in a similar mold of cmgi or icge, and has been planning this for a long time. In any event, here is my DD: (with much help from their website) VirtualFund.com, Inc. (Nasdaq: VFND) has steadily made a series of investments designed to position the company as a technology firm that clearly emphasizes "Internet Ventures .Resources & Investments." VirtualFund.com (VFND) has two business units: 1. Internet Services Business Unit is architecting investment and development stage growth opportunities in the Internet marketplace: VirtualFund.com, Inc.'s Internet Services Business Unit (ISBU) is development stage companies that create innovative Internet products with highly viral growth potential. These companies use a "keiretsu" model, taking advantage of the leveraged efficiencies of an integrated development environment and shared corporate resources. The first of these companies to be incubated using this model is B2BX Corp: B2BX Corporation is an Internet services company that offers B2BXchange, an Internet business operating environment that gives companies the proprietary tools and applications required to quickly build and commerce-enable a set of public and private web sites, link their trading partners to those sites, and facilitate secure online e-commerce transactions. Companies subscribed to B2BXchange receive a free private company Intranet for employees, a secure Extranet for transacting business with trading partners, and a public Internet presence. The tools and applications have been designed to allow non-technical users to create and maintain their sites. B2BXchange subscribers benefit by immediately improving the efficiency of their communications with trading partners. By replacing paper- and FAX-based communications with electronic means, subscribers immediately realize a return on investment. B2BXchange is hosted at B2BXnetwork, the company's own state-of-the-art data centers which feature 24x7 Internet hosting, systems management, security, technical support, systems integration and customization, and business consulting. B2BXchange Market Potential Unlike competitors, B2BXchange can target small, medium, and large U.S. and international businesses that want to commerce-enable the supply chain. IDC expects the number of small businesses (less than 100 employees) to grow to 8.0 million by 2002; the U.S. Office of Economic Research estimates that small businesses accounted for more than half the country's GDP in 1996. This is a significant market target due to the low barrier to adoption B2BXchange's free basic subscription model represents. Forrester Research estimates that the Internet hosting market alone will grow to $16.8 billion in 2002, while Goldman Sachs estimates B2B e-commerce revenue to grow to $1.5 trillion in 2004. Giga Information Group estimates that US businesses will save $600 billion using the Internet in 2002 and vendors will reap incremental revenue of $140 to $225 billion. Bear Stearns estimates that "metamediaries" such as B2BXchange will have a valuation of $228 billion in 2002. Other than business to business corporation, virtualfund also has investments in the following Development Stage Internet Companies: CareerHits.com?Web-based HR and Recruiting Tools PosterShops.com ?Large format printing commerce netIntersection?Web Communities of Interest CompareData.com?Internet Comparison Buying Cybernetic Express?Secure Digital File and Document Delivery DataQuarry.com?Web-based Data Mining ServiceBureaus.com?Community interest for owners & customers The second business unit: 2. Digital Graphics Business Unit focuses on wide-format digital printers, related inks and media and digital communications via the Internet; (After speaking with the company, it is clear that they are in the process of SELLING the digital graphics business unit, so that they can concentrate solely on B2B) SO: VFND owns B2Bx, a company WHO HAS PARTNERSHIPS WITH: Microsoft UUNET tech Computer Associates AboveNet Sunmicrosystems Oracle AND they have investments in several other incubating companies who can act in synergy with each other (see today's news release), and will one day be spun off in an IPO.