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To: chalu2 who wrote (111)11/28/1998 2:44:00 PM
From: ilh1  Respond to of 1530
 
National Media (NM) will be on vcall.com on Monday 11/31/98 at 1pm EST.



To: chalu2 who wrote (111)11/28/1998 3:16:00 PM
From: Michael Berkel  Respond to of 1530
 
Your take on CD is spot-on! CD will fly as soon as the Street finds out how much revenue CD is generating from Internet sales.
As you have seen last week, CD is slowly but steadily going up, now that Investors beginning to realize that this money spinner is highly undervalued.
The company has greatly suffered from its deal with CUC but is currently on its way up because:
1) The company is back on track
2) The company will benefit from its red hot Internet assets, either
as source of revenue or by spinning them off.
3) The company is still valued on the basis of its sucker image, when it had to disclose the CUC disaster and it fell from the mid fifties to the single digits.
The moral of the story: it always takes a long time before a company
regains investors' faith, once it has been punished so severely.
But you don't need to have too much patience here anymore to see this puppy start taking off.



To: chalu2 who wrote (111)11/28/1998 4:49:00 PM
From: Michael Berkel  Respond to of 1530
 
Cendant (CD) mentioned in Barron's as Internet Stock.
This week's issue (11/30) of Barron's, on page 36, there is a discussion on an upcoming internet IPO called UBid. While the discussion centers around this issue, those companies mentioned as competitors for UBid include Cendant, AOL, eBay and ONSale, all
recent internet high flyers...except CD.
The interesting fact of this kind of publicity in one of the leading financial magazines is that CD is no longer considered as the CUC-
sucker that it used to be, but will now be perceived as an Internet stock. (CD is a leading online retailer of consumer products and services).
This will certainly contribute to the Street's opinion that CD
deserves to be valued as a Red Hot Internet stock, in the same
league as ONSL and eBay.
Happy trading!
Michael Berkel