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Technology Stocks : Avalon Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: OFW who wrote (766)	12/31/1998 2:18:00 AM
From: Eric Fader	Respond to of 1530

Offie -- If what you did in buying AVAL could be termed a "mistake," I wouldn't want to have to characterize my own large investment in this highly speculative, thinly traded, non-reporting Bulletin Board stock. But strangely enough, these days I'm kinda thinking that we're both pretty astute <g>. As far as your list of questions is concerned... jeez, do you think I have a lot of spare time on my hands? Seriously, I can answer some of it, and I can guess at the rest, but I think Bernard Hicks might be the best person to ask about the stuff I'm leaving out. He should be back and reachable some time next week. 1. There's not much publicly available information about AHS.com. I know they're incorporated in Nevada (as is AVAL) and in good standing under that state's laws, and I know that their management team is solid and well-connected in the medical, political and investment arenas. I think it would be best to allow AHS's principals to introduce themselves to all of us AVAL stockholders as they themselves see fit. This will probably take place in the very near term. 2. My opinion on the optimal "content" for AVAL/AHS's "product" may not match theirs, but my understanding is that what they hope to do picks up where Avalon's original plans left off. All IMO: AVAL still has their blood pressure and body fat sensor technologies, good personal connections with potential purchasers of terminals who are also potential subscribers to an overall "network," and existing relationships with pharmaceutical companies and other potential advertisers on the network. They still have the rights to medical databases and sources of editorial content. And they still have an elegant, user-friendly touch-screen terminal with state-of-the-art technology, which is full-motion video capable and chock full of ports for sensors, printers and other types of peripheral devices. From Day One, to my knowledge, the terminals have been fully Internet capable. AVAL management has been very close-mouthed lately about "strategic partnerships," to use their own term from the June Business Plan, but I'm guessing that these relationships still exist and are still a part of the current plan. Beyond financing and management/consulting expertise, I really couldn't say what AHS.com foresees adding to the mix. That, too, should become apparent shortly. 3. As far as the saleability of the overall AVAL/AHS.com "product" is concerned, I believe the demand for convenient delivery of health and wellness services and products over the Internet is immense, and I do not believe there is significant competition for what AHS.com and AVAL may be planning. However, since I'm not sure exactly what they're doing, you probably have to file this paragraph under "Uninformed Opinion," if not "Wild Guess." Manufacturing capability for the terminals is probably a question for Bernard. If I find out, and it's publicly disclosable information, I'll post it here. Hope this helps tide everyone over for a week or two, anyway <g>. --Eric