To: A. Geiche who wrote (730 ) 12/4/1998 6:17:00 PM From: out_of_the_loop Read Replies (1) | Respond to of 1080
Below is a copy of the e-mail I sent ot Mr. Lehman, the CEO of NM. I have removed the stuff that protects people's privacy and corrected typos. I spoke with him on the phone and he reiterated what was said in the vcall interview. Packaging and labeling are viable ways to promote commerce, to tailor sites to specific audiences. It is profitable. If people do not understand the concept, perhaps indeed this is not the stock for them. The players in this company and the VCs have a lot of experience; this will succeed. If you only want to daytrade and got caught with the fall Monday, perhaps you should cut your losses and move on. If you want a company that has a serious game plan to develop and interlink many areas of e-commerce, stick around and get some more. This stock will find itself in serious double digits. Take some time and listen to the vcall interview. There were a few posts last week mentioning a CNBC interview with some analysts who recommended a total of 5 net commerce stocks. NM was one of them. You may send an e-mail to him via: terrie.sudol@quantumtv.com The direct fax number is 818-461-6560. ************ December 4, 1998 Stephen Lehman, CEO National Media Corporation Dear Mr. Lehman: I own #### shares of NM. I frequent the Silicon Investor website, a paying membership website that has over 6.5 million messages relating to investment. There are many people who remain confused regarding the relationship with Cendant Corporation despite your vcall interview. The below copy of some posts characterizes the reluctance of people to invest in your company, despite glowing press releases of very impressive business liaisons. The fact is, investors and Wall Street are not "buying" the NM ownership of this site because Cendant is plastered all over it without any mention of National Media. Despite your best intentions, the message is not understood. I have read many, many posts from people who do not believe that real profits will come to NM through this venture. Of course, you may prove them wrong, but it would be desirable to get recognition from investors to coincide with your recent press releases. PLEASE consider releasing a statement describing your relationship with CD. I am sure that will reach many more people than your vcall interview, which was excellent. In my attachment, I have included all the hyperlinks so you can verify all of this. For your information, I also own shares of Cendant Corporation. Sincerely, Howard D. Epstein, M.D. #### ####### #### ########, ## ##### (ph) ### ### ##### ATTACHMENTS: All these excerpts are available at Silicon Investor Website (http://www.techstocks.com/), the largest stock site I know of with over 6.5 messages posted on it so far. It is owned by Go2Net (GNET). I am sure you are familiar with it. A lot of folks with a lot of money to invest read this. Specifically, the whole NM thread is: Subject 10032 Message 6686967 To: #### From: #### Friday, Dec 4 1998 11:35AM ET Reply # of 729 None of my friends and acquaintances (eight of them) even consider NM. In fact, all of them have a very scornful attitude toward it, and the reason is its unclear relation with CD. As it appears now, in spite of all its PR campaign, NM has no chance. It is a joke. ***** A response to this was Message 6687172 To: ### From:###Friday, Dec 4 1998 11:44AM ET Reply # of 729 You are behind the curve information wise- the relationship was explained by the CEO three days ago on VCAll- listen to it. I am not concerned with what your friends or relations think- what exactly are your friends looking at? EBAY ********************* The first message's author's response was (note that he is an NM investor.):Message 6687549 To: #### From: #### Friday, Dec 4 1998 12:03PM ET Reply # of 729 I invested heavily in NM, and I do listen. But the Street, apparently, does not want even to listen. Whatever CEO said, it has a little weight, for E4L web side indicates expressly clear that CD owns E4L. This is an obvious quagmire of confusion - one of the worst things for the Street