To: Just My Opinion who wrote (465 ) 11/22/1997 3:16:00 AM From: I Am John Galt Respond to of 1702
From: Lynn Marie Lamousin To: Matthew Gregg Subject: Me Again! Matt, Kind of frightening to be told you don't exist! People on the BB stock threads of SI are totally paranoid. Anyway, found something of interest - please share it with everyone on SI. I noticed that when you go to the demo for "While You Wait" it actually brings you to a site called www.whileyouwait.com. The demo for "Sesame-Ad" said it was currently being updated to the new version and not available, but I thought "hey, if they have their own address for WYW they must also have it for Sesame Ad." Sure enough go check out www.sesame-ad.com. Everything is not functional on the site - guess that's why they aren't linking to it yet, but if you click on the demo for "medium speed" and the "high speed" link you will be able to see demos. The medium speed gives you a "sandals resort" commercial (although it is mislabeled as Honda) and the high speed is a QT movie. The "low speed" is an animated gif. Basically this goes along with their press releases - their technology will allow the page to automatically load one of the three versions of the commercial depending on the abilities (plug-ins) on your computer. I think the fact that they have registered sites for the two products as separate from the company umbrella is a good forward thinking strategy. Obviously they are planning on building brand identity and want to be prepared when customers go "searching" for the products on the web. As a former employee in a high tech company people should not be alarmed that the product is only in Beta. ALL high-tech companies pre-announce products. It is their way to build up demand so that when the product is ready for market the orders are already placed and they just ship it right out. Think of all the hoopla Microsoft puts out on their products well in advance of their even being a release date. And while we are speaking of release dates - don't stress if they miss a date. It is more important for the product to be working properly and bug free then to make the anticipated date and have an inferior product. I am not a fortune teller. I don't know how this will play out, but I think this looks really, really good so far. If this company can come out with the "Sesame-Ad" product as they envision it this will be HUGE. We would not only be looking at major revenue, but possibly a buy out by a larger company who wants the technology. As I stated in the last message I sent to Matt, I worked for Tandem for four years. They were just bought by Compaq this summer. The reason was that Compaq wanted to get into the server market, but didn't want to start from scratch. Tandem had a partnership with Microsoft for their Windows NT servers and Compaq scooped them up. Lots of acquisition potential on this one. NETZ is not a momentum play stock - this is one you sit on. Let the company develop the product. As far as the statements of another poster regarding the company's employee mix. Trust me you would be very surprised at the ratio of techical people to support staff in the computer industry. Ask any programmer if they would want someone else messing with their code and the answer is "hell no." Less chance for errors if the same person sees the same piece of the project throught to the end. I say let those who don't have patience get out now. This company needs time to develop and fine tune the product and keep building their impressive customer base. I can't believe people are doubting the product. Considering Alta Vista (which is part of DEC) thought WYW was good enough for them to use it should be good enough for other customers. Having someone else in the industry buy their product is a huge positive. The people at Alta Vista know web technology and if they thought the product was crap they wouldn't touch it. I've rambled on too long now. Sorry, but this stock has me excited by its possibilities. Lynn (no I am not a figment of Matt's imagination) Lamousin ___________________________________ Kitty Boy Creations kittyboy.home.mindspring.com kittyboy@mindspring.com