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Technology Stocks : NewKidCo International (OTC:NKCIF) (TSE:NKC) -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (2292)	8/19/1998 7:49:00 AM
From: SlyWombat	Read Replies (1) \| Respond to of 4231

What do value SoftQuad at if/when spun/sold off? Surely more than $2M, no? I would hope for all the recent ineptitude from management (primarily in the form of a lack of decision making and an IR and a PR machine) that they would not just give the "bloody damn thing away." My guess was based upon there being a guess of 25 people in that group which should have a revenue of $5M, with a profit of 20% gives $1M per year, which means a sale price of $2M would be a two year payback. (All imaginary numbers, less revenue, less profit means longer payback, or lower purchase price) Given that SQ is losing money each quarter, if they do not make a decision before the end of this month/quarter, they are extremely stupid. This would be the catalyst that gives the bloody thing away. I am surprised they do not just spin it off such that it has no effect on their strategy and books, but they still maintain a 20% ownership (or whatever the minimum allowed is).

To: SemiBull who wrote (2292)	8/19/1998 11:09:00 AM
From: esecurities(tm)	Read Replies (1) \| Respond to of 4231

SemiBull: SoftQuad Inc should simply fetch in the ten's of millions pursuant to kiva, netdynamics, datachannel and the pending Allaire IPO...per SWEBF management no one is interested despite what their press releases suggest...i.e. no one is willing to pay for SoftQuad Inc's proprietary technologies/development team per SWEBF CFO...this is a result of [criminal?] gross management negligence(.) (.) SWEBF CFO also indicated a jettison before year-end...given losses just announced re: Q2, Alpha's misguided strategies in pursuing various misguided product lines incurring lost/irreversible opportunity costs/shareholder value, consistent patterns of non-disclosure of facts we deemed material, and then blaming q2 losses on old news and not taking the blame head on...[all] simply and realistically gives us reason to believe to not believe...very simply show us the money/earnings/revenues...NewKidCo looks great...huge actually...we are in receipt of preliminary due diligence, as follows [also viz a viz causation/reliance Rule 10b-5] : "...The NewKidCo deal could prove to be a "huge" revenue generator for SoftQuad International, said analyst Adam Adamou of Taurus Capital Markets Ltd.* He estimates NewKidCo's products could bring in up to US$12 million in fourth quarter revenue..."--Thursday, June 11, 1998 Financial Post...NewKidCo's marketing rollout--"...The two [ELMO] titles will be supported by 30-second spots on parent-targeted "Today Show" "Good Morning, America," and "Live With Regis & Kathie Lee" and on A&E, CNN, Discovery Channel, Lifetime and USA Networks. Beginning in November through early 1999, full-page ads will run in parenting and family publicaitons Child, Parents, Sesame Street Parent and Working Mother..."--Multimedia Wire Tuesday 8/11/98...that's the good news...the shareholders now simply must be assured there will be no [q4 '98/q1 '99] dilution/[fy '99] reverse-splits announced contemporaneous with a great q4 '98/q1 99(.)... *the one and same Taurus Capital retained to spin-off SoftQuad [HoTMetaL] Inc...what a coincidence...