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Technology Stocks : Undervalued Internet stocks e.g. COOL and WCAP -- Ignore unavailable to you. Want to Upgrade?

To: Rollcast... who wrote (15)	12/6/1998 7:10:00 PM
From: Jeffery E. Forrest	Read Replies (2) \| Respond to of 42

Worldgate is a HOT company. Great technology and making good alliances wgate.com BUT, lets not forget some of WCAP's other companys in the pipeline. Commerce One is involved in Internet Commerce commerceone.com Vivid SemiConductor is a specialty semiconductor company that make IC's that take low power for flat panel displays. A GREAT niche to be in, they control much of the LCD low-power IC market vividsemi.com The following are companies that are already public and WCAP has a small interest in each of them 300,000 shares Nai Tech (NATL) SPARC based military computers naitech.com Independant Brewing (IBCO) 1,000,000 shares Small Philadelphia based craft brewery and 33,333 shares Complete Wellness (CMWL) develops and operates integrated medical delivery systems operates a medical billing company, a smoking cessation program and is developing an integrated delivery network in FL. completewellnesscenter.com

To: Rollcast... who wrote (15)	12/6/1998 7:11:00 PM
From: Jeffery E. Forrest	Read Replies (1) \| Respond to of 42

I was doing some comparison of WCAP to CMGI. CMGI trading at 70-80 a share recently. A few numbers REALLY stood out big. Return on Assets: CMGI:10.35%__________WCAP:29.15% Return on EQUITY CMGI:28.84%__________WCAP:54.03%! After Tax Income CMGI:16.6____________WCAP:8.25 Sales CMGI:91.5____________WCAP:1 mill WHICH give a PROFIT Margin of: CMGI:18% and WCAP a whopping 764%! CMGI at 13.40 Price to Book which is NOT cheap, while WCAP trades at 1.18 Price to Book which actually makes it a value play! P/E also reflects a better value with CMGI at 92.32 P/E and WCAP at a sweet 3.69 P/E! It appears WCAP is an absolute steal as an Internet play and that the folks at WCAP are doing it right. This thing is a gem I got in CMGI a couple years ago for approximately the same price that WCAP trades at now. I was patient with CMGI and it has given MORE than a 10 times return. I fully expect WCAP to do the same.