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To: Jerry Olson who wrote (10451)	11/29/1998 12:01:00 AM
From: Tigress	Read Replies (1) \| Respond to of 34809

OJ & All Nut Fans ~ Re: EGGS & MCOM Beware ~ The following is hot off the press at TheStreet.com site: Silicon Saturday: Egghead.com, Cytyc, Metricom By Laure Edwards Special to TheStreet.com 11/28/98 12:15 AM ET A selection of some of the most intriguing tech stock ideas on the Web. The items presented do not represent the views of TheStreet.com; rather, the collection is offered as a service to our members who may be scanning the Web for stock-related information. Egghead.com Steve Harmon (11/23) Egghead.com (EGGS:Nasdaq) has made the transition from brick and mortar to virtual space, but it has yet to produce any golden eggs, says Internet stock analyst Steve Harmon. Egghead's loss for its latest quarter rose to $7.2 million from $4.9 million in the year-ago period, reflecting its "startup-like" status in converting to a virtual retailer. Harmon forecasts 1999 revenue of $195 million (vs. $140 million for 1998), in which case the stock trades at about 1.6 times next year's revenues vs. a multiple of 5 to 10 for other Internet retailers. Harmon is not as enthusiastic about the company's bid to sell noncomputer and nonsoftware items, such as sporting goods. "We applaud Egghead's move to ... Internet commerce," says Harmon, "but give it a thumbs down on trying to be a general purpose e-tailer." More information can be found at: www.internetnews.com Cytyc Online Investor (11/23) Cytyc's (CYTC:Nasdaq) ThinPrep Pap Test is significantly more effective than conventional pap smears in screening for cervical cancer, according to the Food and Drug Administration. The product is a "potential blockbuster," says Online Investor, although it has been a long and bumpy road to acceptance among insurance companies. Last month, the company reported that 103 insurance companies cover ThinPrep's use, so progress is being made. The company also reported strong third-quarter earnings; sales were $12.3 million vs. $7 million a year earlier. Full-year sales next year are forecast to be between $75 million and $100 million. If revenues continue to rise at that rate, "Cytec's profits should soar," says Online Investor. Gross margins on the company's disposable products are around 75% to 80%. ThinPrep could ultimately be worth $300 million to $500 million a year in revenues, a potential gold mine for a firm with a current market cap of less than $300 million, says Online Investor. More information can be found at: fnews.yahoo.com Metricom Adam Lashinsky (11/20) Metricom (MCOM:Nasdaq) is a provider of wireless Internet service with nationwide ambitions. Currently, though, its service reaches only the San Francisco Bay area, Washington, D.C., Seattle and several airports. Billionaire investor Paul Allen has invested heavily in the company, but San Jose Mercury News columnist Adam Lashinsky advises this is not one of those opportunities where it pays to invest on the heels of big money. The company is running out of operating cash, says Lashinsky, and has engaged NationsBanc Montgomery Securities to find it a strategic partner. This is tantamount to putting the company up for sale, he says, though Metricom CEO Timothy Dreisbach says it's not so. The management team simply doesn't have the time to evaluate potential partners, he says. Metricom stock, which traded above 18 late last year, is now at 7 1/2. He also warns that Metricom's need for more money is "likely to dilute the interests of current shareholders." More information can be found at: fnews.yahoo.com

To: Jerry Olson who wrote (10451)	11/29/1998 12:23:00 AM
From: Tigress	Respond to of 34809

OJ & Nut Fans ~ Motley Fools Current Nut List Add some dried fruit & brandy and you've got FRUIT CAKE for the holidays! Tiger The Internet List 11/20/98 - 11/27/98 Wanna talk Internet? This is the place! Haven't registered yet? Then what are you waiting for? Here, for your number-crunching and mouse-clicking delight, we present the Internet List for Friday, November 27, 1998. This was a holiday-shortened week, though you'd never know it from these numbers, which in some cases represent gains that by conventional standards would take months if not years to achieve. But this is the Internet, which has a way of pinning the tail on conventional standards. Last week's rumor became this week's fait accompli, as America Online announced it was acquiring Netscape. The keyword of this historic deal is e-commerce. And coming at the start of a holiday shopping season estimated to see ecommerce activity and revenues far exceed those of last year, the news added oomph to e-tail stocks such as Onsale, Egghead, Cyberian Outpost, and upcoming merge-mates CDnow and N2K. All of these showed triple-digit percent gains for the week, as did commerce software developer Open Market and Internet advertising and marketing firm 24/7 Media. Perspective compels us, however, to point out that few companies in this list did less than well for the week. Links to the Fool message boards and news archives of these and other companies can be found in the list below. And take a moment to explore the wealth of information waiting under the new tabbed navigation bar at the top of this and most pages throughout Fooldom. Give those tabs a click! And then come join the world-wide community of Fools in sharing information, analysis, and opinion on our message boards. As always, we welcome and encourage your participation, and invite you to register at The Motley Fool. Fool on! TMF Nico ___________________________________________________________ % Change 11/20/98 to Company Ticker 11/27/98 News Messages ------- ------ --------- ---- -------- Onsale ONSL 261.59% News Messages Open Market OMKT 183.86% News Messages Egghead Software EGGS 139.80% News Messages Cyberian Outpost COOL 130.39% News Messages CDnow CDNW 120.51% News Messages 24/7 Media TFSM 116.70% News Messages N2K NTKI 100.60% News Messages CyberCash CYCH 87.38% News Messages Broadvision BVSN 84.20% News Messages Beyond.com BYND 76.12% News Messages Spyglass SPYG 68.75% News Messages Preview Travel PTVL 58.63% News Messages NetGravity NETG 54.03% News Messages eBay EBAY 48.30% News Messages K-tel KTEL 44.83% News Messages Peapod PPOD 41.67% News Messages DoubleClick DCLK 41.63% News Messages Earthlink Net ELNK 38.23% News Messages Security Dynamics SDTI 35.04% News Messages CKS Group CKSG 33.31% News Messages Mindspring MSPG 32.03% News Messages At Home Network ATHM 30.39% News Messages USWeb USWB 29.75% News Messages Net.B@nk NTBK 26.19% News Messages Sportsline USA SPLN 25.00% News Messages ICG Comm ICGX 24.16% News Messages ETRADE EGRP 22.24% News Messages AmeriTrade AMTD 21.45% News Messages Cendant CD 20.00% News Messages Amazon.com AMZN 19.93% News Messages Barnes & Noble BKS 19.17% News Messages Broadcast.com BCST 17.98% News Messages NetSpeak NSPK 17.45% News Messages CMG Info Svcs CMGI 14.69% News Messages Yahoo YHOO 13.58% News Messages Microsoft MSFT 12.70% News Messages Concentric Net CNCX 12.06% News Messages America Online AOL 11.78% News Messages CheckFree CKFR 11.61% News Messages Schwab, Charles SCH 11.32% News Messages WorldCom WCOM 8.59% News Messages Sec 1st Net Bank SONE 8.12% News Messages Infoseek SEEK 7.66% News Messages Lycos LCOS 7.41% News Messages PSINet PSIX 7.02% News Messages Inktomi INKT 6.73% News Messages CheckPt Software CHKPF 5.51% News Messages Intuit INTU 5.22% News Messages Excite XCIT 4.57% News Messages RealNetworks RNWK 4.21% News Messages Netscape NSCP 1.91% News Messages VocalTec VOCLF -4.00% News Messages CNET CNWK -4.41% News Messages go2net GNET -4.60% News Messages Versant Obj Tech VSNT -6.41% News Messages GeoCities GCTY -7.54% News Messages EarthWeb EWBX -11.66% News Messages theglobe.com TGLO -12.54% News Messages Fool Portfolio 9.45% Nasdaq 4.58% S&P 500 2.47% Dow 1.89% ___________________________________________________________ Close Close $ Change % Change Company Tkr 11/20/98 11/27/98 11/20/98 -11/27/98 ------- ----- ------- ------- ----------------- 24/7 Media TFSM $15.75 $34.13 $18.38 116.70% Amazon.com AMZN $180.63 $216.63 $36.00 19.93% America Online AOL $84.88 $94.88 $10.00 11.78% AmeriTrade AMTD $19.25 $23.38 $4.13 21.45% At Home Network ATHM $52.06 $67.88 $15.82 30.39% Barnes & Noble BKS $29.00 $34.56 $5.56 19.17% Beyond.com BYND $16.50 $29.06 $12.56 76.12% Broadcast.com BCST $64.63 $76.25 $11.62 17.98% Broadvision BVSN $19.75 $36.38 $16.63 84.20% CDnow CDNW $12.19 $26.88 $14.69 120.51% Cendant CD $15.00 $18.00 $3.00 20.00% CheckFree CKFR $14.56 $16.25 $1.69 11.61% CheckPt Software CHKPF $29.38 $31.00 $1.62 5.51% CKS Group CKSG $27.38 $36.50 $9.12 33.31% CMG Info Svcs CMGI $77.38 $88.75 $11.37 14.69% CNET CNWK $56.75 $54.25 ($2.50) -4.41% Concentric Net CNCX $25.88 $29.00 $3.12 12.06% CyberCash CYCH $11.81 $22.13 $10.32 87.38% Cyberian Outpost COOL $14.38 $33.13 $18.75 130.39% DoubleClick DCLK $37.69 $53.38 $15.69 41.63% ETRADE EGRP $23.88 $29.19 $5.31 22.24% Earthlink Net ELNK $52.00 $71.88 $19.88 38.23% EarthWeb EWBX $49.81 $44.00 ($5.81) -11.66% eBay EBAY $147.00 $218.00 $71.00 48.30% Egghead Software EGGS $13.19 $31.63 $18.44 139.80% Excite XCIT $50.81 $53.13 $2.32 4.57% GeoCities GCTY $39.00 $36.06 ($2.94) -7.54% go2net GNET $35.25 $33.63 ($1.62) -4.60% ICG Comm ICGX $20.94 $26.00 $5.06 24.16% Infoseek SEEK $33.44 $36.00 $2.56 7.66% Inktomi INKT $133.75 $142.75 $9.00 6.73% Intuit INTU $57.50 $60.50 $3.00 5.22% K-tel KTEL $12.00 $17.38 $5.38 44.83% Lycos LCOS $60.75 $65.25 $4.50 7.41% Microsoft MSFT $113.63 $128.06 $14.43 12.70% Mindspring MSPG $54.63 $72.13 $17.50 32.03% N2K NTKI $10.00 $20.06 $10.06 100.60% Net.B@nk NTBK $21.00 $26.50 $5.50 26.19% NetGravity NETG $16.88 $26.00 $9.12 54.03% Netscape NSCP $39.19 $39.94 $0.75 1.91% NetSpeak NSPK $8.94 $10.50 $1.56 17.45% Onsale ONSL $27.00 $97.63 $70.63 261.59% Open Market OMKT $7.31 $20.75 $13.44 183.86% Peapod PPOD $6.00 $8.50 $2.50 41.67% Preview Travel PTVL $15.13 $24.00 $8.87 58.63% PSINet PSIX $18.81 $20.13 $1.32 7.02% RealNetworks RNWK $39.88 $41.56 $1.68 4.21% Schwab, Charles SCH $53.00 $59.00 $6.00 11.32% Sec 1st Net Bank SONE $17.00 $18.38 $1.38 8.12% Security Dynamics SDTI $12.13 $16.38 $4.25 35.04% Sportsline USA SPLN $16.00 $20.00 $4.00 25.00% Spyglass SPYG $17.63 $29.75 $12.12 68.75% theglobe.com TGLO $45.31 $39.63 ($5.68) -12.54% USWeb USWB $19.56 $25.38 $5.82 29.75% Versant Obj Tech VSNT $2.81 $2.63 ($0.18) -6.41% VocalTec VOCLF $14.00 $13.44 ($0.56) -4.00% WorldCom WCOM $57.50 $62.44 $4.94 8.59% Yahoo! YHOO $191.00 $216.94 $25.94 13.58% ___________________________________________________________ Close Close $ Change % Change 11/20/98 11/27/98 11/20/98 - 11/27/98 ------ ------- ------------------- Dow 9159.55 9333.08 173.53 1.89% Fool Port $340222.06 $372367.63 $32145.57 9.45% Nasdaq 1928.21 2016.44 88.23 4.58% S&P 500 1163.55 1192.29 28.74 2.47% ___________________________________________________________