To: Mark3000 who wrote (2345 ) 10/10/1998 8:05:00 AM From: TokyoMex Respond to of 19700
October 9, 1998 -------------------------------------------------------------------------------- Sign up to get the Internet Stock Report by e-mail! Notable Notes: Highlights Of Fall Internet World By Steve Harmon Senior Investment Analyst Internet.com "Where Wall Street Meets The Web" A fantastic Internet Startup Live, seen at the Venture Showcase yesterday, as venture capitalists and entrepreneurs met face to face to grill each other. There was standing room only as the handful of selected firms gave their song and dance at the Fall Internet World Investment Symposium event. Look for a re-cap with some of the firm's presentations posted on ISDEX.com next week. On the exhibit floor there was excitement as we finally see real business-to-business applications emerging. Among the highlights as we scoured the floor of more than 600 exhibitors: Look for ISPs to be more power players in local portals. We saw this trend a few weeks ago at ISPCon in San Jose, with everyone from Microsoft to HP wooing the group. And this week at Internet World, OpenShop Internet Software announced FreeShop, which lets ISPs build free mini-store in minutes. Robocast wants to take the Powerpoint slideshow experience and "Web-ize" it with Roboshow, which allows Web sites to present a series of timed slides made up of the pages. May be useful for training purposes or travel sites. Another business messaging solutions provider on display: Fabrik Communications. It offers remote e-mail hosting, gateways and has relationships with Netscape, HP and others. We think as more and more mobile workers depend on the Internet, the need for these solutions could increase. CMGi (NASDAQ:CMGI), which added an "i" to its name, showcased part of its portfolio of investments at its pavilion and showed how each firm complements the others. An integrated "suite" approach to the Web. Chairman Dave Wetherell gave us the tour and explained how the companies fit together in offerings and also as a stand-alone service or product provider. Plain old e-mail still may be an untapped killer ap. In 1994 we forecasted e-mail as the one true killer ap and four years later it's so ubiquitous it's invisible. The spammers are killing its usefulness in some ways though (anti-spam solutions could be big if effective). One firm riding the e-mail wave now is NetCreations, which allows small business owners to buy access to its 1.5 million Internet users. Targeted marketing, matched by interest. Simple solution, yet powerful. More highlights next week and a wrap up of Internet Investment Symposium, the two-day conference. Thursday was jam-packed and Friday is expected to be also. Accolades for Internet Stock Report: "Fresh and provocative." -CBS Marketwatch, who named Steve Harmon one of the top Internet stock analysts and the only independent one honored. "I am a huge fan of Steve Harmon's crack analysis." -Kleiner Perkins' John Doerr -------------------------------------------------------------------------------- Disclaimer: Neither Mecklermedia nor Steve Harmon makes specific trading recommendations or gives individualized market advice. Information contained in the Internet Daily Stock Report is provided as an information service only. Mecklermedia recommends that you get personal advice from an investment professional before buying or selling stocks or other securities. The securities markets are highly speculative areas for investments and only you can determine what level of risk is appropriate for you. Also, users should be aware that Mecklermedia, its employees and affiliates may own securities that are the subject of reports, reviews or analysis in the Internet Daily Stock Report. Although Mecklermedia obtains the information reported herein from sources that it deems reliable, no warranty can be given as to the accuracy or completeness of any of the information provided or as to the results obtained by individuals using such information. Each user shall be responsible for the risks of their own investment activities and, in no event, shall Mecklermedia or its employees, agents or affiliates, be liable for any direct, indirect, actual, special or consequential damages resulting from the use of the information provided. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- © 1998 Mecklermedia Corp.