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To: pjamk who wrote (526)7/15/1998 12:24:00 PM
From: don roberson  Respond to of 15313
 
Sorry.. I just can't resist. And the experts at MSNBC, no less.

Saturday, Dec 27 1997 11:19PM ET
Reply # of 12803

That post from MSNBC was great. I think its really interesting, and bad news for
Yahoo, to have people writing articles for the general public about how overvalued
Yahoo! is.

I really think Yahoo will follow the path of Iomega. Once a stock suffers a really bad
crash (which Yahoo will) it goes from being one of the most liked stocks to one of the
most hated. Once Yahoo becomes hated, no one will buy it. Just look at Netscape.
They're still posting good numbers but their stock doesn't go up.

In year one of internet stocks, Netscape and Spyglass were the fantasy stock picks. In
year two it was Yahoo and AOL. I've already got my puts purchased to catch the
Yahoo, AOL crashes. But what I'm really looking for is what will be the internet fantasy
stocks for year three. So far I've picked out Peapod (they sell groceries over the
internet. PPOD) as the first of the two fantasy stocks for next year.

Good luck to all with your Yahoo crash strategies.

Jim (bought Jan 60 puts for 1 11/16 when Yahoo was at 67 7/8. How's that for
timing!!)

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To: pjamk who wrote (526)7/15/1998 1:03:00 PM
From: pjamk  Read Replies (3) | Respond to of 15313
 
Spoke with Michael Sheppard minutes ago.!

Discussion as follows. These quotes are accurate to the best of my knowledge, and were transcribed as accurately as possible.

"diligiantly Working on becoming REPORTING COMPANY, it takes time ~ 6 MO'S NASDAQ, ALSO LOOKING AT AMEX"

"Website had problems with firewall missing info from siemens, should be up by weeks end possibly sooner, they had every intention of being already online"

"Projected intranet operations 8/10/98"

"Involved with investing since 1981"

"Age 48"

CV "Extensive history with entertainment industry, IPO'd a london stock, previous company involvement with Panorvision, Westwood communications"

"Was hired away from another position to Head FNTN"

"Doesn't believe in stock hyping"

"News will be released only when something significant happens"

"No current plans for reverse split or any stock dilution to raise funds"

"Barry steins 144 filing has errors in it, it wasn't suppose to be for 9.85 / share"

"They are allowed to sell 1% of each of their shares every quarter, they file 144's just to reserve the right to sell if market conditions become right, it should have been ~ 160000 for a net of ~ 98000"

"We discussed another stock we were both familiar with HVSF and how it had been extremely hyped & still is, he states he is familiar with the individuals involved and for these reasons never made an investment in this stock"

"We discussed reverse splits and how damaging they can be to a company when as he stated they are not handled properly"

Was resistant to answering any questions that were proprietary in nature. ( this was to be expected ). Cordial and pleasant to speak with. Was invited to call again at a later date!

I hope this answers some questions!

Pj