DynamicWeb Enterprises -- $3.37 (OTC: DWEB)*,**
DynamicWeb, also called, "EDI meets the web." If you believe industry reports
that 70% of e-commerce will be business-to-business you have to follow the
progress of DynamicWeb. For the record the dollar estimates are $268 billion
for business to business e-commerce vs. $25 billion for consumer e0commerce.
EDI, quite simply, is how big business conducts and transacts business between
themselves. It has been for years and probably will remain so for many more to
come. What DynamicWeb offers is a way for small businesses to conduct and
transact with the big boys via the Internet/EDI versus the more costly
PrivateNetwork/EDI.
In its short history DynamicWeb has been able to sign a number of Fortune 500
companies. The current (and expanding) client roster includes Linens N Things
(NYSE: LIN) Rite-Aid (NYSE: RAD), Service Merchandise (NYSE: SME), Southern
New
England Telephone (NYSE: SBD), Russ Berrie (NYSE: RUS) and Church & Dwight
(CHD). Pure Internet Play.
973-276-3100
E-Mail
mailto:stevev@dynamicweb.com
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site
dynamicweb.com
Profile:
dynamicweb.com
Insider:
biz.yahoo.com
EchoStar -- $49.75 (Nasdaq: DISH)
If ever we saw news that could justifiably propel a stock 20 points higher, it
was the news EchoStar released Friday. In one sentence; Echostar announced
that
WebTV will now be available via satellite--as no phone line--as in no 56k
modem
slowdown. This could create an explosive opportunity for the company and for
interactive video and content providers.
Let's say in another way. "Interactive TV is now (...okay, next summer) a
reality. EchoStar's satellite broadcast will incorporate the best features of
Internet sites with interactive multimedia, accessible by a click of the mouse
-- or remote control. In addition to on-demand interactive multimedia, the
service will offer the ability to download software, games and electronic
publications...to televisions and personal computers, all delivered through an
18-inch satellite dish." Where do we sign up ?
As a side note companies on the Watch List who could benefit from the speeding
delivery of Internet access are America Interactive (AIME), Brilliant Digital
(BDE), DynamicMedia.com (DIMG), MediaLink (MDLK), Playboy (PLA) and MediaX
(MXMXD). MediaX in particular has announced an agreement to be one of the
primary providers of content to EchoStar. How the street, which has become so
quick to pick up on significant news events missed this one, is beyond us. 4
million share float. Hitting new highs. 2 million share short position, bless
their souls. Can you spell rocket ?
303-723-1000
THE News:
biz.yahoo.com
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
echostar.com
Profile:
biz.yahoo.com
Federal Express -- $88.00 (NYSE: FDX)
We can't add much value here other than to point out the obvious. Who is going
to deliver all the books, cd's and more importantly business to business
shipments of goods such as stationary, parts and supplies. Probably the
closest
thing to a "safe play" on the long term growth of the Internet and trading at
half the market cap of Amazon. How's 20% annual growth for 20 years in a row
sound ? It's possible. 10 years from now, this call will make us famous. Have
your broker Fedex the certificates to you. Internet beneficiary.
901-369-3600
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
fdxcorp.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Fingerhut -- $16.25 (NYSE: FHT)
It's just a matter of time before they change their name to FingerHut.com. The
hand writing is on the wall. If ever there was a company that could naturally
make a progression to the Internet it has to be Fingerhut. They're making
money, they have money, their products enjoy healthy profit margins and they
don't have to pay the gatekeepers. Nice. Has stakes in PC Flowers,
MountainZone
and Freeshop among others. Internet beneficiary.
612-932-3100
E-Mail:
mailto:lynda.nordeen@fingerhut.com
News:
biz.yahoo.com
Chart
stockmaster.com
Web-Site:
fingerhut.com
andysgarage.com
thehut.com
figis.com
pcflowers.com
mountainzone.com
skiresorts.com
freeshop.com
First Net Technologies -- $3.25 (OTC: FNTT)
Here is the official company byline: "1st Net Technologies Inc., is a full
service Internet design, creation and hosting company, catering
specifically to
publicly traded companies and the financial communities. 1st Net
specializes in
database capture, management and Internet marketing. The company owns and
operates various online newsletters, a financial online community Web site and
a well-established 3-year old Internet Mall." Kind of sounds like our parent
company (except for the mall of course), so they can't be all that bad. They
have a beautiful site and have spared no expense on it site with regards to
laying their cards out as it relates to financial disclosures. Basically, it
answered most of our questions so we'll simply point out the URL.
619-675-4449
E-Mail:
mailto:Jeff1@1stnettech.com
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
1stnettech.com
Harmony Holdings -- $1.15 (Nasdaq: HAHO)
Harmony Holdings is an Internet play ? Well...not exactly. Harmony Holdings is
a Internet beneficiary ? Well...not exactly. But is selling for 15% of sales
and two times book. And they are one of the premier producers of television
commercials and music videos in the country, so chances are that they're going
to discover the Internet and we rather follow their possible progress into it
rather than after it. Granted it's a stretch, but we guess the entry would
probably be suggested by the majority shareholder (44%), Children Broadcasting
Corp (Nasdaq: AAHS).
612/338-3300
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site
theend.com
curiouspictures.com
Profile:
hoovers.com
ICC Technologies --$4.50 (Nasdaq: RRRR)
Is this a "young" USWeb (Nasdaq: USWB)in the making? From the looks of their
works (web-sites) and the acquisition spree they're on, we think it just may
be. We discovered this company via a press release that announced they had
redesigned the Individual Investor web-site. Not for the faint-of-hearted with
a $100 million market cap.
212-634-6950
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
raremedium.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Individual Investor -- $4.87 (Nasdaq: INDI)
Individual Investor as successfully graduated from print (which has 500,000
subscribers) to the Internet without the typical rise is share price. Current
market value is $41 million vs. $16 million in sales. We would carefully
monitor the progress of the revenues generated by its web-site and examine the
relative ratio analysis as compared to CBS MarketWatch if and when it becomes
public. Recently reported that paid web site impressions increased to 4.1
million in December.
212-843-2777
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site
iionline.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
iParty -- $4.56 (OTC: IPTY)
iParty has a number of interesting qualities, one of which is that the
Chairman
is also the Chairman of Wit Capital and the former head of investment banking
for Salomon Smith Barney from 1993 to 1997. Equally interesting is that Sam
Belzberg is on the board of directors. Here is the official company byline,
"iParty (www.iparty.com) intends to become the leading Internet resource for
consumers seeking party planning advice and information, party services, and
party goods. It expects to launch its web site in late 1998." Well alrighty
then. Did a reverse merger to land on the bulletin board. Very light on the
financial reporting other then to say there was 11,000,000 shares outstanding
as of July 15th, 1998.
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
iparty.com
Kushner-Locke -- $11.37 (Nasdaq: KLOC)*
Lots of activity and lots of reporting on their majority owned 1-800-US-SEARCH
division. What everyone has seemed to miss though, is a 13D filing by Gruber &
McBaine a San Francisco based investment firm. On December 29th the company
reported sales increased 33% from $56 million to $75 million and narrowing
losses. A recent brokerage firm report (dated June 98) estimated that its 80%
interest in the 800 Search division could contribute up to $30 million to
KLOC's fiscal 1999 revenues with pre-tax margins ranging between 12-15% after
start-up costs. Plenty of interesting events to monitor here. Internet
beneficiary.
310-445-1111
13D Filing:
freeedgar.com
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
kushner-locke.com
Profile:
biz.yahoo.com
MediaLink -- $11.75 (Nasdaq: MDLK)
Medialink is a worldwide provider of video and audio production, distribution
and public relations services for businesses and organizations seeking to
communicate through TV, radio and other media. For the nine months ended 9/98,
revenues rose 63% to $29.7 million. With a market cap of only $62 million,
MediaLink runs a real possibility of finding itself on the auction block.
Despite sharply increasing revenues and earnings, the stock of the company has
been plunging much like CKS Group (which was bought out) did last year after
reporting good, but less than expected results. Down from $28. Internet
beneficiary.
212-682-8300
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
medialink.com
A Few Words from the Chairman:
broadcast.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
MediaX -- $2.43 (OTC: MXMXD)*,**
We would describe this company as a leading edge developer of web
sites which are designed to sell merchandise that relates to some of the
nation's (world's) top artists and celebrities. It takes about five seconds
at
the Rod Stewart Live.com web site to see that the tech team behind this
company--is without any question--one of the best in the country.
The game plan is fairly simple and straight forward. First, find a hugely
popular artist (music, film, etc.) and create a web site that will draw huge
crowds by virtue of that star or celebrities popularity. Next, keep the
crowds
there by loading it with contests, chat, interviews, sound clips and photos.
Last, enable the site to generate revenues by selling merchandise (tickets,
records, videos, tee-shirts, etc.) which relates to the celebrity.
As we mentioned earlier (Echostar), MediaX has been selected by Echostar to
provide content for it's interactive Television offering. This is a
potentially
huge outlet for MediaX to offer its goods which are greatly enhanced by a
high-bandwidth service. Down from $12. Internet and CD Rom play.
310-815-8002
News:
biz.yahoo.com
Chart:
quote.yahoo.com
Web-Site:
mediax.com
rodstewartlive.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Playboy Enterprises -- $18.00 (NYSE: PLA)
If ever there was a ever a natural progression to the Internet, its Playboy.
Playboy should be able to easily move to and benefit from subscription sales,
to advertising, to merchandise sales. While the company has publicly stated it
presently has no plans to spin of its Internet division, we believe it is
inevitable in light of the oversized valuations commanded by Internet
companies. Internet beneficiary.
312-751-8000
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
playboy.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Sportsman Guide -- $6.75 (Nasdaq: SGDE)
Whatever you want to call it; K-Tel potential (Nasdaq: KTEL) or Sky-Mall
potential (Nasdaq: SKYM), Sportsman Guide has it. And it is easily the
cheapest
stock on this and almost any list. The only thing better than their site is
their valuation. SportsmanGuide.com ? SGDE currently sells for 8 times
earnings
and 20% of sales. The company has 1,000,000 customers and distributes
70,000,000 catalogs which could lead to a convergence of bringing customers
without paying the gatekeepers and reducing costs as shoppers move from the
catalogs to the Internet. Internet beneficiary. Down from $11.50.
651-451-3030
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
sportsmansguide.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
You Bet International -- $8.75 (OTC: UBET)
You Bet!, Inc. announced in June the public release of the You Bet Network,
the
only interactive online horseracing network in the U.S. As America's first and
only interactive online horseracing service to enter the market, You Bet
provides members the ability to watch and wager on a wide selection of
coast-to-coast thoroughbred and standard-bred horseracing, via its exclusive
private closed-loop network. Members have 24 hour access to the network's
features, including live racing from a choice of over 15 racetracks across the
country, commingled track pools, live audio/video, up-to-the minute track
information, real-time wagering information, and value-added handicapping
products. Pure Internet Play. Hitting new highs.
310-444-3300
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
youbet.com
Insider:
biz.yahoo.com
UOL Publishing -- $5.50 (Nasdaq: UOLP)
We'll simply quote the Chairman, "I am energized by the promising results of
the Company's Web-based strategy. Since the VCampus· was first launched, we
have delivered over 100,000 courses to more than 70,000 students through 35
institutional partners. Our customers include major universities and Fortune
500 companies with access to approximately 500,000 potential students. We
believe that the Company has reached a critical mass of online customers that
requires the undivided attention of the management team. In the future, our
primary goal will be to provide Web-based training and education. In short,
now
is the time to focus on our core mission -- to build the world's largest
Web-based training and education company.'' Pure Internet Play. Down from
$16.
We'll take two. 703-893-7800
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
uol.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
USWeb -- $30 (Nasdaq: USWB)
USWeb is the only other company (see BDE) to graduate from the 1999 list. The
name should be changed to reflect the merger with CKS Group which was also on
the 1998 list, to ReInvent. Quite simply, USWeb is the biggest and best
Internet consulting firm on the planet. Clients include Schwab, Toshiba, NBC,
McDonald's, General Motors...you get the idea. This is a company that will
most
likely reach $1 billion in sales in 4-5 years. Internet beneficiary. Wildly
volatile.
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
uswebcks.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Zapata -- $13.00 (NYSE: ZAP)
Controversial to say the best. Hated to say the worst. For the life us we
cannot understand the hate affair some journalist have with this company. The
decided to get into the internet, they decided to get out and then they
decided
to get in again. Can't a guy change his mind ? Has the Internet suddenly
gotten
"clubby ?" In any event should they decide to move ahead with there plans it
should make for extremely interesting reading.
713-623-0060
News:
biz.yahoo.com
Chart:
stockmaster.com
Profile:
biz.yahoo.com
*** We own sizeable stakes in client companies, which can't be sold as they
are
restrictive in nature.
==================================================
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