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Technology Stocks : UNDISCOVERED NET STOCKS...Not yet BOOMING! -- Ignore unavailable to you. Want to Upgrade?

To: amadeus who wrote (439)	3/15/1999 9:46:00 PM
From: Edward Williamson	Read Replies (1) \| Respond to of 525

Watch for Stockup.com, Inc. (OTC-SKUP) trading at around $10 Check out their web site at: stockup.com Undiscovered, for the time being. Regards, Edward Williamson Fifth Avenue Communications e-mail: fifth@juno.com

To: amadeus who wrote (439)	3/29/1999 3:52:00 AM
From: Glenn Petersen	Respond to of 525

InfoNow (INOW), which filed its Form 10-K last week, provides "...a modular suite of web-based inquiry management services delivered on an outsourced basis via the Internet...(its) services enable companies to respond to consumer or commercial inquiries in a targeted, one-to-one manner and effectively integrate third-party channel resources such as dealers or resellers into the selling process. InfoNow's services can respond to inquiries received across a client's enterprise, including their Internet site, call center and Interactive Voice Response (IVR) systems." The 10-K and the related proxy materials can be found at: sec.gov sec.gov Highlights from the 10-K and proxy materials: 1) The company reported revenues of $2.5 MM in revenues for the year ending December 31, 1998, an increase of 137% from the $1.1 MM reported in the prior year. 2) The company had a backlog of $4.8 MM at the beginning of this year and estimates that it will generate revenues from that backlog of approximately $3.4 MM in 1999. Additional revenues will be generated from existing contracts and additional contracts signed in 1999. 3) The company expects to be profitable beginning in the second quarter of this year. Their infrastructure is in place (and fixed) and can support a significant amount of new business without adding any substantial new costs. 4) They have a blue chip list of clients, including American Airlines, Apple, Bank America, Cisco, Citibank, Compaq, 3Com, FedEx, Maytag, United Health Care, NationsBank, HP, IBM, Intel, UPS and Visa. 5) Michael Johnson, their CEO and President, spent five years as a consultant with McKinsey. Michael Basch, their Vice President of Sales and Marketing, was a founding officer of Federal Express and conceived the FDX tracking and tracing system. 6) They appear to have spent most of 1998 getting their house in order and positioning the company for some explosive growth in 1999. They raised $1.906 MM in financing in 1998 and they are looking to raise an additional $4.0 MM this year and move to a Small-Cap listing. See the press release at: biz.yahoo.com 7) Their auditors lifted the "going concern opinion" that was attached to their 1997 numbers. 8) There were only 7,009,243 shares outstanding as of March 10, which gives the company a market cap of approximately $31.5 MM. There are outstanding options for 2,153,553 shares at an average price of $1.38 per share and outstanding warrants for 532,863 shares at an average price of $2.03 per share. It appears as if options on 194,000 shares were exercised subsequent to year end. These shares are included in the March 10 numbers. (I am a little unclear about the origin of the post year end issuances as there is no disclosure in the subsequent events section of the audit report.) 9) As of December 31, 1998, the company had NOLs totaling $7.246 MM. 10) On the negative side, the company registered most of the insider shares last year, though this does not appear to be a pump and dump. The above is JMHO and I would encourage everyone to do their own DD. I have been accumulating this stock for the last two months and I have been surprised that it has not popped up on anybody's radar screen.