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

To: Stephen Woods who wrote (10272)	3/4/1999 7:06:00 PM
From: Bruce Denney	Respond to of 27722

Stephen...thanks for post have sent it over to the dark side for others perusal. BD

To: Stephen Woods who wrote (10272)	3/4/1999 7:12:00 PM
From: Scott Kleinhans	Respond to of 27722

Follow me on this. Between Jan 29th and Feb 4th four insiders filed form 144's to sell 382,000 shares. As of this time I have no info (form 4's) that they have actually sold those shares. A form 4 must be filed each time an insider makes a sale of unregistered shares and has a deadline for filing of the 10th of the month following the transaction. So we'll see if any shares were actually sold in the next few days. I'll be very interested to see if any form 4's will be filed on/before the 10th of March. I'm using these dates to try to make an educated guess as to when the NETR IPO may take place. I am assuming and hoping they filed so they could sell into the IPO. So lets take Feb 1st as the start date for the three months to sell shares. 90 days from Feb 1st is May 1st. March 3rd was the date of the NETR S-1, 30 days already gone. That leaves about 60 days left for the form 144's time window. I will assume it will take the SEC 30 days to review the S-1 and send it back. That's 30 more days gone from the 144 window and puts us around April 1st and leaves only 30 days to get the IPO off in the 144's time window, which is basically the month of April. This is also assuming they don't have to file any amended S-1/A's. Which I don't think is realistic, so subtract maybe 15 to 30+ more days and the month of April is now gone. I found in my research yesterday that MKTW filed 3 amended S-1/A's and UBID filed 6 amended S-1/A's. MKTW all in all got the IPO out in 3 months even with the Christmas/New Years Holiday in there. So my guestimate for the NETR IPO is at the earliest April 15th but more than likely sometime in May or later. Who knows where the market will be then. So by then the time window for the form 144's is gone. But with all that said, all they have to do is amend it and they've got three more months. I don't have a clue as to what price this may trade at leading up to the IPO but I do think a@p's estimate of the mid-teens is low. Take that for what it's worth. It's free. Scott, when it happens, it happens!! P.S. I also did not take into account that they only work one day a week at NAVR! P.S.S. I may be spending too much time on this but it keeps me out of the bars.

To: Stephen Woods who wrote (10272)	3/4/1999 7:16:00 PM
From: PistolPete	Respond to of 27722

Worth copying... From e-commerce times... "What's Wrong with Navarre? Why are shares of Navarre (Nasdaq: NAVR), which sells music, software and movies online, trading at around $14 (US$) today, when they were as high as $18 on Wednesday, after some really good news? Good question. Navarre owns a majority stake of online music, news and sports broadcaster NetRadio, which filed for an initial public offering that will raise as much as $37.4 million. Navarre's stock got a spike of more than three points on Wednesday, before closing at $15-1/8. Navarre announced its intentions to spin off NetRadio last summer, but this dramatic climb and even more dramatic fall back to earth doesn't make much sense. This stock looks like a buy right now."

To: Stephen Woods who wrote (10272)	3/4/1999 8:13:00 PM
From: stiltz1	Read Replies (1) \| Respond to of 27722

Stephen: good post; anthony got's some competition; let's get real here; do you think the big money is going to let this sit at 13; no way, the mm's will move this way up before options expirations. there's too much money at stake: anthony's band of merry shorters is going to be coming smack on into the headwinds of CAPITAL. That should clip their sails. Anyone who thinks this is going down into the single digits has to either be possessed of delusional thinking or is willing to risk the money of his followers. This little caper may cost anthony his credibility: word of caution to anthony: be careful with the numbers you throw around;they may come back and bite your tail off.