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Technology Stocks : Audio and Radio on the Internet- NAVR -- Ignore unavailable to you. Want to Upgrade?

To: katmando who wrote (10259)	3/4/1999 8:43:00 PM
From: katmando	Read Replies (1) \| Respond to of 27722

Subj: Feeble Attempt to model NETR, 3Q99 Rabbit: AHWY (Audiohighway)...50+ days actual data. Fox: NETR (NetRadio)...chasing AHWY in est 60 days (110 day lag). Source: Data @ www.ipocentral.com(Industry Search,Cptr-Online-Svc) Stock: AHWY.........................NETR (bkdoor IPO from NAVR) IPO: Broadcast Radio/Audio....Stream Tech Radio File: 07.24.98..........................03.03.99 Trade: 12.18.98.......................04.xx.99 # Employ: 15...........................43 (2.9xAHWY) Earnings: ($3.8M)in '97............($3.9M) in '98 Ofr Amt: $14 mil......................$33 mil (2.4xAHWY) Ofr Price: $6.50....................... 1st Day: $7.32......................... Hi Price: $16.50 (01.12.99)..... Comments: 1. Same industry. Recent IPO (AHWY) but NETR is a spinoff. 2. AHWY Offering Amt ($14 Mil) is 2.4 x NETR ($33 Mil). 3. Using Factor of 2.4 in an Excel spreadsheet with embedded graphics, run Actual data for AHWY to plot Forecasted NETR data. Sorry, I can't figure out how to embed my spreadsheet in this posting. 4. From Excel, you'll see the same trendline that others have discussed vis-a-vis MALL and DBCC. See Scott Kleinhans' post #10059. 5. Forecasted NETR high is $39. 6. What's NAVR kicker? How can it be less than a 3-bagger IN THE SHORT TERM? What if NAVR mgmt achieves POSITIVE EARNINGS in 3Q99? This was similar trend of hi/low for parents (MALL, DBCC) and spinoffs (UBID, MKTW) immediately prior to spinoff. 7. Crude...we can do better...think about it. 8. I'm gonna run the data before/after spinoff for MALL and DBCC thru my speadsheet. It'll show same trend I think. Go NAVR! Go Baby NETR! Kat