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To: Vendit™ who wrote (5224)	2/18/1999 1:41:00 PM
From: Roy F	Respond to of 41369

Management, Brand Loyalty Behind InternetStocks' Success, Analysts Tell Informed Investors Forum February 18, 1999 01:14 PM SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 18, 1999--Internet stalwarts such as America Online AOL and Yahoo YHOO have earned their market premiums because of savvy marketing, solid management and a clear focus on building both revenue streams and profitability, two top Internet analysts said Wednesday evening at an investors meeting. "Yahoo is not about technology, it's about brand," Paul Noglows, told attendees of the Informed Investors Internet Stocks Forum. Noglows is Internet/Digital Media Analyst at Hambrecht & Quist. "Yahoo, like AOL, has earned the trust of its users." Noglows discussed eight essential elements he uses to value Internet companies -- management, brand, first mover advantage, venture backing, strategic alliances, business model, international potential and overall market opportunity. "Brand wins," said Noglows. "People expect a certain level of service from a brand. Successful Internet companies will build on that trust to build multiple brands." In Noglows' view, management's ability to control costs has been vital to the success of Lycos LCOS and Excite XCIT . While their market caps trail Yahoo by wide margins, they have the financial strength and sensible business models to grow successfully. Joining Noglows on the dais as keynote speakers at the Forum was Steve Harmon, author of the popular twice-daily Internet Stock Report at Internet.com. The two gave a thorough overview of Internet stocks and how they value them. In addition to the analysts, attendees heard a corporate presentation by Preview Travel PTVL , a leading online travel agency. Founder and new interim CEO Jim Hornthal discussed the company's business plan and prospects, followed by questions from the audience. Audio tapes of the Forum are available for $28.95. Call 800-992-4683 to order. Also, audio of the presentations can be accessed via www.vcall.com. Informed Investors' next Forum is the Health Care Stocks Forum on Thursday March 4 in Atlanta. The keynote speaker is Ken Kam, portfolio manager of the Medical Specialists Fund, and co-founder of FirstHand Funds. Companies presenting in Atlanta are GeneLogic, Collateral Therapeutics, Merit Medical Systems, SunPharm, SpectRx and CytRx. Up to eight companies will make presentations as they regularly do for analysts and institutional investors. For a schedule of upcoming Forums and information, check the website at www.informedinvestors.com. Since 1993, Sacramento-based Informed Investors has featured scores of quality companies and industry experts at its Forums.