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To: esecurities(tm) who wrote (1755)	6/10/1998 4:35:00 PM
From: esecurities(tm)	Respond to of 4231

SKI + 12.8% 100,000+ shares SWEBF + 8.9% 37,000+ shares source: quote.yahoo.com and quote.yahoo.com respectively

To: esecurities(tm) who wrote (1755)	6/10/1998 7:17:00 PM
From: esecurities(tm)	Read Replies (1) \| Respond to of 4231

timing is everything.... >>the Rabinses/Investment Banker(s) simply need to >>aggressively create a bidding war... Inso and Corel would also represent two more obvious SoftQuad, Inc. [HMAPPS, XMetaL, HoTMetaL, Panorama, etc...] 'acquiror' candidates...an exciting and very real competitive threat to Microsoft would be a triumvirate/consortium strategic alliance 'acquisition' of SoftQuad, Inc. between Netscape, Oracle and Sun Microsystems and perhaps a Baby Bell...other candidates/strategic alliance 'acquiror' candidates: UUnet, QWEST, Worldcom/MCI, Verio et al...timing is everything and now is an absolutely superior time to sell to simply derive maximum PV given the installed base of HoTMetaL, the unparalleled street acceptance of esp. substantive Internet plays, Win100 Winner June 15th announcement, HMAPPS/ISP Power Partner successfully launched, etc. timing is everything [and equally critical]...Alexander GrahamBell filed the telephone patent only hours before Elisha Gray filed his patent for the telephone...AT&T emerged as the key, dominant, monopolistic player throughout the entire twentieth century rather than [Gray's] Western Union....so...do Netscape/Sun/Oracle change [Microsoft] history competitively or litigiously?...

To: esecurities(tm) who wrote (1755)	6/10/1998 8:32:00 PM
From: Serge Collins	Respond to of 4231

esecurities, Thanks for the opinion.

To: esecurities(tm) who wrote (1755)	6/10/1998 9:57:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 4231

esecurities(tm) and thread: When you say "SWEBF looks significantly better today than they did yesterday and they looked significantly better yesterday than they did last year..." are you saying that SWEBF's HoTMetaL product was not worth keeping "in the family"? That by spinning or selling that Softquad Inc. off they are more focused, or capable of growing at a faster rate? Do you believe that SWEBF's HoTMetaL product was a drag on the company's strategy? I apologize if these questions appear redundant, but I actually jumped into SWEBF about a month ago because of HoTMetaL with the potential of their diversification re Alpha as an added bonus. Now I am wondering whether I have to re-evaluate, or should I be. Funny how things turn....SemiBull

To: esecurities(tm) who wrote (1755)	6/11/1998 9:49:00 PM
From: esecurities(tm)	Read Replies (1) \| Respond to of 4231

ONLINE merchant & an important article on eCommerce out of Hambrecht&Quist. ONLINE merchant stumpworld.com H&Q:On increasing website sales zdii.com ...Alpha would be wise? to include [with ONLINE merchant], perhaps, a seamlessly [w/links?] integrated eGuide? to creating superior eCommerce-enabled websites including 1) site design strategy/marketing optimized websites 2) website optimized [URL search engine, incl. <META> tag] marketing and 3) what the above article is talking about...increasing your ONLINE merchant website's sales with a smart site...this would simply insure ONLINE merchant's initial/immediate and sustained superior: universal? critical acclaim/perceived value/competitive advantages/brand equity...and SWEBF shareholder value maximization accordingly...

To: esecurities(tm) who wrote (1755)	7/3/1998 12:26:00 AM
From: esecurities(tm)	Respond to of 4231

ALERT: "War of Titans to Erupt in Application-Server Space." "...As first noted by InfoWorld, NetDynamics has been entertaining bids for some time* (see "NetDynamics seeks out potential buyers"), and Sun has been looking to make acquisitions in this space. (See "War of titans to erupt in application-server space" [<http://www.infoworld.com/cgi-bin/displayStory.pl?980612.ehapplserver.htm>] "I am convinced that the application server will become the predominant deployment platform for the next decade in the same way as the database has been the predominant deployment platform for data," said Sun Microsystems' Java Software division president Alan Baratz in a recent interview with InfoWorld...The move also brings Sun into direct competition with IBM, Oracle, and Netscape...However, venture capitalist Ted Schlein, a partner with Kleiner, Perkins, Caufield, & Byers, believes that it's a good idea for Sun to get involved in the application server space. "Over the next 18 to 24 months, application servers will become an infrastructure play," Schlein said. "Really, Sun has to be there with IBM, Oracle, and Netscape even to compete in the Java space..." source: &copy 1998 InfoWorld Electric infoworld.com as has SoftQuad, Inc ref/ 10 June 1998 release "...Looking to follow in the footsteps of rival Kiva, application server vendor NetDynamics has put itself on the market, according to industry sources. The company has employed the services of the merchant banking company Deutsche Morgan Grenfell and may fetch an amount of from $50 million to $150 million, according to industry observers. But officials at the company deny it is up for sale. "NetDynamics is not actively seeking buyers for the company," said Zack Rinat, president and CEO of NetDynamics. "We have more than 650 customers and have increased our revenue five-fold in fiscal year 1997. Given our success to date, however, many large companies have approached us as an acquisition target, but we chose to remain independent." The company's revenue in 1997 was $13.3 million -- substantially higher than that of Kiva, which was acquired in 1997 by Netscape for $180 million. But sources said NetDynamics' revenues will be lower this year..." *ref/ Reply(s) #1755, #1757 'titan' bidding war for SoftQuad, Inc.