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Microcap & Penny Stocks : TGL WHAAAAAAAT! Alerts, thoughts, discussion. -- Ignore unavailable to you. Want to Upgrade?

To: StocksDATsoar who wrote (24892)	2/4/2000 8:50:00 AM
From: Tim Davies	Read Replies (2) \| Respond to of 150070

this jus tin this am;s emails.. .com, Inc. (OTC BB: EPOS) Recent Price: $4.9375 52-Week Range: $1.188 to $12.125 Daily Volume (3-month avg): 25.1K Daily Volume (10-day avg): 122.9K Market Capitalization: $11.1 M Shares Outstanding: 2.24M Float: 1.00M Book Value (mrq): $1.54 Earnings (last 12 months): -$1.53 Earnings (last quarter): -$1.55 Sales (last 12 months): $18.5M Hold by Insiders: 55% Hold by Institutional Investors: 4.5% Company Website: www.atpos.com INVESTMENT SUMMARY: - We rate @Pos.com, Inc. (OTC BB: EPOS) "strong buy", because EPOS is a leader in the next frontier of interaction between merchants and consumers that will be the application of Internet technologies to the in-store experience. The foundation has been laid for spectacular company developments in the near future. EPOS is involved in the fastest growing and hottest sector of the economy, B2B e-commerce. According to Delphi Group, B2B e-commerce is still the most undervalued Internet Play, as it accounts for $5 trillion in purchases by 2002. - A pioneer in bringing the power of the Internet to the point-of-sale, @pos.com gives merchants a means for one-to-one customer marketing both in the store and at home via the Web, while streamlining operations and reducing costs. More than 172,000 @pos com point-of-sale transaction terminals are in operation today, executing more than 7.6 million transactions daily. Their interactive technology offers a unique opportunity for delivering highly targeted advertising and promotions at the best place and the best time-in retail stores, where shopping is convenient, and when customers constitute a captive audience, during the 1.7 minutes, on average, that they are engage in the payment transaction. The opportunity is enormous: 30 billion transactions are made each year in retail stores alone. The vision proffered by @pos.com is the right one for retailers to pursue. The prospect of an integrated, seamless shopping experience offering the best of both the physical and virtual worlds remains retailers' most effective response to the "pure-play" Internet merchants. Stores can offer the visual excitement and depth of information associated wit h effective Web design through the creative use of in-store kiosks and, as @pos.com demonstrates, interactive displays at the crucial point-of-sale interface between retailer and customer. - @pos.com was previously MobiNetix Systems, Inc. best known for its PenWare iPOS(TM) (interactive point-of-sale) terminals. As the selection of the company's new name suggests, @pos.com aims to position itself squarely in the middle of all online transactions that can play off the captive audience of in-line customers. No longer hardware-company MobiNetix, @pos.com is an in-store Internet services provider. - Leading-edge retailers who recognize the significance of this trend have been exploring the potential of Internet-attached in-store kiosks. "Wired" kiosks can provide an interactive conduit for product information akin to Web searches. The only problem is space. Retailers will not want customers clustering around a handful of kiosks; customers will not want to wait in line for an online experience that they can summon at home with a flick of the wrist and a click of the mouse. So why not "wire" consumers while they are in line anyway? Why not communicate with customers at the point of sale? That is the promise offered by a series of June 1999 announcements from @pos.com, an Internet software and services company that Web -enables the point-of-sale. - As few investors have realized the company's technology and its huge impact on the industry, the stock is traded extremely undervalued. An Internet company with such advanced technology on the hottest sector trading around 0.9x sales is almost unheard of... until today. EPOS, a San Jose's Internet company, has the cutting edge technologies that are in huge demand, as reflected their sales number: $18.5 million. As this kind of company is typically traded at 10x to 100x sales. That would translate $ 82.6 per share (10x sales) for EPOS on the basis of 2.24 million outstanding shares. Not to mention they will take eceiptCity.com IPO that will add at least $50 per share to EPOS shareholders. They had a major loss last quarter due to Y2K. Otherwise, the company is profitable. We believe the stock should be traded at least $50-$60 per share on the basis of their current fundamentals. looks good for the near term.. imo tim