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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: StockDung who wrote (82469)	12/20/2002 8:38:39 PM
From: StockDung	Respond to of 122087

Salomon Smith Barney Report also fond of SEC nominee William Donaldson Mail.com but says " The Firm may perform or solicit investment banking or other services from any company recommended in this report." Salomon Smith Barney Report: MAIL: Notes from the SSB Tech Conference Mail.Com Inc Cl A(MAIL)#* Rating: 1H As of 09/12/2000 Last Changed 07/13/1999 Salomon Smith Barney ~ September 7, 2000 Mail.com, Inc. (MAIL)# MAIL: Notes from the SSB Tech Conference 1H (Buy, High Risk) Mkt Cap: $363.9 mil. September 6, 2000 SUMMARY * Gerry Gorman, Chairman and CEO, and Lon Otremba, President, of Mail.com spoke at our conference and reiterated that they have sufficient financial resources to reach profitability and are on track to reach 3Q00 consensus estimates. Additionally, international revenues seem to currently tracking better than expected. ++The company noted that they do not intend to further fund Asia.com and India.com as they believe those entities will be fully self-funding and instead will focus its financial resources on bringing Mail.com's core email and internet messaging business to profitability as soon as possible. ++The company trades at a discount to its competitors on the basis of revenue multiples, despite its leading revenue growth rate. ++With over 18 million user accounts, over 9,000 customers and growing revenue per user account, we believe the company is creating increasing valuable operating scale and reiterate our 1H Buy rating. FUNDAMENTALS P/E (12/00E) NA P/E (12/01E) NA TEV/EBITDA (12/00E) NA TEV/EBITDA (12/01E) NA Book Value/Share (12/00E) NA Price/Book Value NA Dividend/Yield (12/00E) NA/NA Revenue (12/00E) $61.5 mil. Proj. Long-Term EPS Growth 45% ROE (12/00E) NA Long-Term Debt to Capital(a) NA MAIL is in the Russell 2000(R) Index. (a) Data as of most recent quarter SHARE DATA RECOMMENDATION Price (9/6/00) $6.34 Current Rating 1H 52-Week Range $27.13-$5.13 Prior Rating 1H Shares Outstanding(a) 57.4 mil. Current Target Price $37.00 Convertible No Previous Target Price $37.00 EARNINGS PER SHARE FY ends 1Q 2Q 3Q 4Q Full Year 12/99A Actual ($0.21)A ($0.20)A ($0.26)A ($0.36)A ($1.03)A 12/00E Current ($0.40)A ($0.49)A ($0.56)E ($0.53)E ($2.01)E Previous ($0.40)A ($0.49)A ($0.56)E ($0.53)E ($2.01)E 12/01E Current NA NA NA NA ($1.16)E Previous NA NA NA NA ($1.16)E 12/02E Current NA NA NA NA NA Previous NA NA NA NA NA First Call Consensus EPS: 12/00E ($1.98); 12/01E ($1.18); 12/02E NA OPINION ADDITIONAL INFORMATION AVAILABLE UPON REQUEST # Within the past three years, Salomon Smith Barney, including its parent, subsidiaries and/or affiliates, has acted as manager or co-manager of a public offering of the securities of this company.Salomon Smith Barney ("SSB"), including its parent, subsidiaries and/or affiliates ("the Firm"), usually makes a market in the U.S.-traded over the counter securities recommended in this report and may sell to or buy from customers, as principal, securities recommended in this report. The Firm or employees preparing this report may have a position in securities or options of any company recommended in this report. An employee of the Firm may be a director of a company recommended in this report. The Firm may perform or solicit investment banking or other services from any company recommended in this report.