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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1 -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (712)	1/26/2000 8:27:00 PM
From: Kevin A. Lynch	Read Replies (1) \| Respond to of 1013

Worth noting that it might be trading near 50X p/s trailing revs. currently; however, based on conservative projections which may be 70 mil or more light by the 4th quarter it is closer to 25X on a fully diluted basis. If you think 3X sales is the appropriate time to invest then there will be no growth left in the business by the time you see 3x sales. The reason the market has assigned the huge P/S number is excellent top line growth prospects over the next 1 to 7 years. Also, like Joel said, this company offers more than on-line banking... The list of partners is outstanding, data center growth is sequential, cash is adequate, opportunities are global, and all the S1 folks I've have spoken with are first class individuals working to a common purpose. I am just fortune that the purpose is to make SONE shareholders wealthy! Things change, and they could fall off the horse, but for now, they are breeder's cup eligible! Regards, Kman

To: Box-By-The-Riviera™ who wrote (712)	2/9/2000 6:09:00 AM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 1013

Vertical One featured in The Industry Standard 2/7/00 issue, page 138. An article about Ameritrade's "OnMoney.com" site, which is an infomediary for consumer's financial information, points out that OnMoney established its independence from Ameritrade by partnering with Vertical One to build and run the "MyAccounts" feature. The article points out how VerticalOne does this sort of "private labelling" for other third party sites, including LookSmart, Motley Fool, TheStreet.com and others. The article does not mention SONE or the fact that VerticalOne is a SONE subsidiary. Q: How likely is a spin-off of VerticalOne as a separate IPO in 2001? Doug Network at Port4.com A Free Port for Dot Com Explorers at port4.com "Virtual bull sessions" on e-finance & e-insurance