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Microcap & Penny Stocks : Tech Squared (TSQD)- Internet Commerce -- Ignore unavailable to you. Want to Upgrade?

To: Gary H who wrote (1686)	8/9/1998 11:50:00 AM
From: AF	Respond to of 2752

just a little note from raging bull: Subject: Raging Bull's Cyberstock Investor Report, Issue 1.2 Date: Fri, 07 Aug 1998 19:13:41 -0400 From: RBullemail@aol.com Reply-To: greg@ragingbull.com To: ragingbull@keyconnect.com August 7, 1998 - Issue: 1.2 THE RAGING BULL'S CYBERSTOCK INVESTOR REPORT "Your Weekly Internet Stock Newsletter" Editor: Matthew W. Ragas ragingbull.com ************************************************************** To subscribe and and unsubscibe go to: ragingbull.com ************************************************************ -------------------------------------- RAGAS SPEAKS FOR THE WEEK** ------------------------------------------------------ WEEK IN REVIEW: Amen, for the weekend. The markets stumbled through a week of Monica-gate, Asia jitters, lowered future quarterly earnings estimates, terrorist bombings, and Saddam up to his usual games again. Boy, what else could we squeeze in to 5 trading days? Sure, we took our lumps and bruises but let's look at the bright side. The DOW closed at 8598.02 for the week actually down 285 points. The NASDAQ closed at 1846.77 down over 25 points for the week. And of course the Internet stock sector continued to feel the crunch also. INTERNET IPO'S ON DECK: Next week should prove to be a true turning point for the entire Internet sector. It's sink or swim time for a number of Internet IPO's scheduled for next week which include online city guide company CitySearch and the world's largest online community- Geocities. Online ad network 24/7 Media and software e-tailer Digital River, Inc. will also get out of the gates next week. The last Internet company IPO- Cyberian Outpost ended up receiving a pretty cool reception by the street. Cyberian closed up only 14% in their first day of trading. Rumblings began soon after that investor's reception to Internet IPO's were "beginning to cool off." I don't believe that for a minute- watch Geocities enjoy "Broadcast.com-esque" gains on their opening day. Geocities is now the third most trafficked site on the Web bringing in well over ten million visitors a month to their site. And yes, their revenue has been tiny to date- only $2.2 million in its March ended quarter but the company has recently diversified into premium offerings such as a $24.95 a month program called GeoShops. GeoShops allows members to sell products from their own personal web sites at Geocities. At this early stage of the game- eyeballs are the key and I'm pretty confident their new CEO Thomas Evans, former publisher of US News and World Report, will find a way to "monetize" all of this traffic. Be patient- the multiple revenue streams will develop. Consider this: well-respected Internet.com analyst Steve Harmon estimates Geocities private valuation at $557 million. That equates to each Geocities user being valued at about $38. In comparison, Harmon estimates each Infoseek and Lycos user are each currently worth north of $60. He pegs Excite user value at over $100 dollars and Yahoo! user value at over $250 bucks. Clearly, if you're just judging Geocities by number of total eyeballs and value per user the online community builder looks like a bargain. Let's see what the Street thinks.

To: Gary H who wrote (1686)	8/9/1998 12:04:00 PM
From: C. McD	Read Replies (3) \| Respond to of 2752

Must read inside IPO roadshow piece by WPost: washingtonpost.com Indepth, very well written insiders view of private roadshows for IPOs (focus on Microstrategies). I learned alot from this article, and feel it reaffirms my thoughts that TSQD earnings were released Friday for a very particular reason that we may never know about. These guys are very secretive. It makes sense now that IPO pricing won't come out until Monday night, if we're lucky. Very timely.