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To: Francois Goelo who wrote (418)	2/27/1999 12:12:00 PM
From: Jeffrey L. Henken	Read Replies (1) \| Respond to of 2662

WCAP has a wonderful looking chart. A major breakout upward followed by several moves where the stock consolidates for about a month or two and then makes another gain: dailystocks.net The story stock piece made the argument that WCAP should be trading at around 12 5/8's when COOL was trading at $38 a share. daytraders.org This means WCAP should trade at 1/3 of COOL's price to fairly reflect the value of their COOL holdings. Currently with COOL trading $38, WCAP is worth $12.66, yet only trades $7 5/8. WCAP now trades over 9 but COOL has cooled off and is now below 18. quote.yahoo.com quote.yahoo.com But here is where the story gets interesting: WCAP being a venture capital fund is chock full of investments in many private companies (with IPO potential) the list includes but is not limited to the following. The 2 stocks that will be hot IPO's will be Worldgate and Commerce One. Worldgate is very similar to Web TV and will be a SMOKING HOT IPO, the only problem with these figures is that until they announce the IPO, the percentage owned in Worldgate could fluctuate. WCAP origionally invested approximately $2.5 mil in COOL, and their position is now worth $60 million, so the numbers could be huge for a much hotter IPO Worldgate. Francois is this the Worldgate referred to for the IPO?: worldgate.ca Wait I just found it. The Worldgate IPO will come from this unaffiliated company: wgate.com I could not find anything on Commerce One. So far this looks like a terrific buy on any dips to around 9. What do you think? Thanks, Jeff

To: Francois Goelo who wrote (418)	2/27/1999 12:27:00 PM
From: Jeffrey L. Henken	Read Replies (2) \| Respond to of 2662

More on Worldgate from the Worldgate site: wgate.com WorldGate Communications, Inc. provides a cable service that enables low cost Internet television access for consumers through a cable TV system, without the need for a PC, modem, or any additional in-home equipment. The company has announced commercial deployment of the WorldGateSM Service with several cable operators. Systems have been deployed to more than a dozen cities both domestically and globally. At a suggested retail monthly fee far less than traditional Internet service provider rates, the revolutionary WorldGateSM service (patents applied for) is the cable industry's first interactive Internet service which uses an advanced analog or digital cable converter, the existing TV set and a remote control. No PC or other set-top box is required, nor is there any use of the cable company's video spectrum required when using the advanced analog platform. Using the vertical blanking interval, a normally unused portion of the video spectrum, the existing analog cable infrastructure will allow WorldGate to offer data rate speeds of 128Kbps, over twice as fast as a standard 56Kbps telephone modem. Using a digital cable converter, data rate speeds reach 27Mbps. Additionally, WorldGate has pioneered Channel HyperLinkingSM (patents applied for), the ability for subscribers to link directly to a Web site associated with a TV show or commercial announcement with the press of a single button. Logging on to the service, for e-mail, Web browsing or Channel HyperLinking, requires less than five seconds. For more information on WorldGate's unique Internet TV Over Cable service see the Product section of this Web site. WorldGateSM Communications, Inc, was founded in 1995 by former General Instrument employees. The company is headquartered in Bensalem, Pennsylvania.