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Technology Stocks : CDNow (CDNW) -- Ignore unavailable to you. Want to Upgrade?

To: mammoth who wrote (429)	12/22/1998 12:26:00 PM
From: Mr. Miller	Respond to of 1465

I agree totally. It is information that needs to be confirmed, but that Time Warner division would want to get its hands into the internet. If this deal is for real and happens, then a major infusion of money as well as an unbelievable increase in advertising would come the way of CDNW. Amazon would face major competition then. CDNW/NTKI backed by Time Warner would be pretty hard to keep down. This is the type of thing we will see more of in the internet sector. I saw Sprint buy into ELNK for example, and what it indicates is that onland entities will just buy into the best of the online world to get their hands into it without having to start from scratch. Let the little guys duke it out, then buy into or buy out the leaders. Miller

To: mammoth who wrote (429)	12/22/1998 12:49:00 PM
From: Mr. Miller	Read Replies (1) \| Respond to of 1465

I just called Carl Hymanas(sp?) at 1-212-725-4500, the PR for CDNW, about the TWX information. He had not heard about it before I mentioned it to him, but it would be something he would look into himself. Either it is a false statement, or VERY new. Also, if it were brand new, perhaps the PR is being quiet so as to not draw too much attention to it. We'll see if we hear anything in a major form of media in the coming days. If it is true, certainly someone would want to do a story on TWX and this possible equity investment. Regarding the merger with NTKI. He indicated that the SEC had not yet come back with their "approval". He did say that CDNW people were pretty much calling the shots. They are going to be pushing hard for advertising as to counter AMZN's growth, but it does not appear that AMZN is taking any customers from CDNW.