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Microcap & Penny Stocks : BANY: Core business growth, exciting affiliations! -- Ignore unavailable to you. Want to Upgrade?

To: Mike Sawyer who wrote (2853)	9/16/1998 6:57:00 PM
From: brad greene	Read Replies (2) \| Respond to of 5847

Mike Sawyer, You guy!.....where the heck have you been. Man, David, steve, Kemosabe and I have been keeping the lights on. I'm glad to see you are still up for a good party! Never a doubt, right? Is this the return of the log? New folks,....Mike.....Mike,...New folks. May want to hush hush the squeeze thing.(been there done that).....except to say that BANY is on record in at least 4 shareholder letters going back at least a year. I think the time for talking is over. Hill turned big buyer today......I would love to see the MM that handled the 17.5k buy at the close. Anyone know?......Herzog was a strong buyer today also. (I have a guy checking the level 2 for me, so this is second hand) Oxford was not active?....Hmmmmmm. Anyhow.........Here is the nutshell....from a nutshell. 1. Doublecase products are on the Dell website......The RETAIL website. This is cool as a jewel......Yost said maybe sometime in the Fall.......but this is a very nice surprise. Watch 4th quarter Doublecase sales. 2. I believe that the financial data people want to see so badly will be out in a matter of weeks....not months. They will show 96 and 97 Doublecase sales of about $275,000 per year. The first and second quarters of 98 will show about the same. Yost said these things on the last conference call. 3. The importance of the financial data will be to verify that there are about 8 million BANY shares (not including the Anything Internet shares)......To see exactly how much debt there is (I hope not too much).....and just the fact that they are out and that BANY is becoming a reporting company.(Many people are excluded from the party because this data is not out yet.) 4. The Anything Internet stock dividend to BANY shareholders......I think Anything Internet will come out at about $5.00. I don't think there will be nearly enough stock to meet demand....as $5.00 per share will mean valuation that equals 3 to 4x sales......and the audited numbers and growth rates for this 3 storefront company will indicate that a much higher valuation is justified. This could end up being one super little dividend. I strongly suggest that BANY do the same thing next year. (I'm an idea guy) 5. The business plan........This is it. This is what BANY has said they wanted to do.....and that they plan on more of the same. They believe in shareholder value....shareholder rewards......and want to make BANY a little "Thermo". 6. None of this should come as a surprise to anyone who has followed the company....or listened to the conference calls. The fact that it is really happening is very cool. 7. Patience is my advice......BANY has more things to say and do......."enthusiasm" may be here for a while. bg