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Technology Stocks : Proof That Pigs Can Fly? -- Ignore unavailable to you. Want to Upgrade?

To: Rob C. who wrote (10)	1/22/2002 12:44:24 PM
From: TLindt	Read Replies (1) \| Respond to of 30

50 cents on the dollar EBITA.... In the month of December 2001 the Company achieved earnings before interest tax depreciation and amortization, excluding one-off costs associated with the Kiss.com reorganization , (EBITDA) of $1.585M, up 31% on the month of November 2001. Total revenues for the month of December 2001 were $3.12M, up $0.302M or 11%, on November 2001 biz.yahoo.com That's a flying pig....check the CEO stance. "As I had declared in our Q2 and Q3 teleconference, Q4 demonstrated very clearly that our superior ability to monetize would prove to be a significant competitive advantage in winning revenue based partnership and advertising deals. In the last month we have announced significant deals with both MSN and Infospace/Excite. As the strength of our monetization becomes more widely understood I expect additional significant players will choose to partner with us." added Morris. How many CEO's say or speak? Nearly all of them, few declare anything....this guy starts decreeing stuff and I'm gonna get juiced. Growing cash at 100%+ a quarter to boot..."Cash and cash equivalents at the end of December 2001 increased by more than 115% or $2.35M compared to the position at September 30, 2001." What a pig, I mean really what a pig.......like having your own printing press.

To: Rob C. who wrote (10)	1/22/2002 2:08:17 PM
From: TLindt	Read Replies (1) \| Respond to of 30

Something else you might find interesting, from the SEC September quarter. "Plant and equipment Computer and office equipment 2,465,737, Website Development 128,285" If you take the cash generated the last 90 days 2.35 Million from operations. There is an ~100% return on deployed capital every 90 days. Looking at it from my perspective; you go out and buy 2.5 Million in equipment and develope a website and make your money back on that investment down the road at some place in time every 90 days...and it just keeps getting better. The exact essence of how the InterNUT was supposed to work in the first place. To do that you need "gray matter", a.k.a. a good idea on a "new and different service". UDAT is low capital, and a whole bunch of good gray matter.

To: Rob C. who wrote (10)	2/7/2002 10:20:19 PM
From: TLindt	Respond to of 30

Tom and AW, Time to buy the real P.I.G....CKFR. Regards, Rob Rob, no offense, in the middle of a recession, and you and AW and I are friends. If we were going to buy a business tomorrow together, we'd vote to buy one that is already making money so it would generate cash to make the payment for buying it from it's current owners business? NO? Or would you want to cough it up every week out of your own check or draw to buy it, ie...lbo is the way to go. I'm telling ya. IT'S OPM MAN, it works in stocks. ie...if the target business has enough free cash flow to make the payment the business ends up being yours for free. But it has to have free cash flow. So one like this, at their price, currently, you could buy the whole company for $3.50 and pay them back their own money being generated over a 10 year period and not dip once in your pocket for a payment...you'd get the whole thing for nothing and steal their future revenue and cash flow. Then turn around and sell it for $50 a share, and probably put $15 a share in your pocket prior to that.