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Technology Stocks : EFAX.com - easy-to-use fax-to-email technology -- Ignore unavailable to you. Want to Upgrade?


To: Lloyd Davies who wrote (24)3/8/1999 9:57:00 PM
From: hoffy  Respond to of 1197
 
Lloyd: It looked like EFAX answered your first concern about signing people up quick and getting the business moving fast. 100,000 customers in the first month is pretty darn great. ABout you other concern where Yahoo could do the same thing. Well yes, but if EFAX already has everyone signed up then it will be easier for YAHOO to just buy EFAX at a very nice price for EFAX I may add. I bet we will see this happen by the end of this year. Someone will come a knocking on EFAX's door looking to buy them.



To: Lloyd Davies who wrote (24)3/9/1999 12:15:00 AM
From: Richard B. Haenisch  Read Replies (3) | Respond to of 1197
 
Hello Lloyd et al.!

I bought EFAX a couple of weeks ago at $6 1/4 11,800 shares and I truly like the story here.

Lloyd your points are valid, but EFAX should certainly be able to sign up over a million subscribers in a short amount of time, if EFAX gets the publicity necessary through CNBC (which will certainly report on any significant positive stock movement, perhaps by tomorrow?) and/or more timely press releases such as todays.

EFAX is starting to get some "hype" over on YAHOO, once we see larger participation on this thread here, we know EFAX has arrived!

Maybe the next SEVL?

Rico!

p.s. good luck to all longs, I am hoping daytraders get a hold of this stock over the next couple of days...then this puppy would really rock!



To: Lloyd Davies who wrote (24)3/9/1999 2:47:00 PM
From: Edward Larkin  Read Replies (1) | Respond to of 1197
 
I believe the current service is just the first generation, with many iterations to come.

If you haven't already, check out Hotsend.com, there are a lot of arrows in the toolkit that haven't been loaded yet.

The company believes that they have sufficient patent coverage to protect against identical services popping up. The multiple area code opportunity (and then networked via the Internet) is inevitable in my opinion, and sooner rather than later. I gather that they are having some difficulty keeping up with the demand for phone numbers at present, so the multiple area code deal might make sense sooner than any of us recognize.

Your reference to an internet buyout is interesting, but who I think is just as likely is a RBOC who doesn't want to lose massive fax traffic and wants to defend its turf with a competing technology.