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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999 -- Ignore unavailable to you. Want to Upgrade?


To: JOHN CHEN who wrote (188)3/17/1999 1:20:00 PM
From: Joseph Tigson  Respond to of 471
 
John, look at BLLS. Yesterday was mentioned in WSJ. Chart is looking good. Should be applying for full NASD listing soon.

209.67.221.61



To: JOHN CHEN who wrote (188)3/17/1999 1:54:00 PM
From: jacksoo  Read Replies (1) | Respond to of 471
 
Hi John,

Would be interested in your views on AMEN. www.crosswalks.com Looks very professional. Definitely a GREAT community group to achieve a dominant position in.



To: JOHN CHEN who wrote (188)3/18/1999 1:22:00 AM
From: hoffy  Respond to of 471
 
ALMI news

"ALPHA MICROSYSTEMS hired a second investment banker to help maximize the value of the company's "AlphaConnect" technology. Salomon Smith Barney, which came onboard in January, will continue to look for an outright buyer. The new (unidentified) firm will focus on creating a spinoff, probably majority-owned by ALPHA. The remainder of the spinoff's funding, if that alternative is pursued, is likely to be provided by a private equity placement.

The addition of a second banker should give Salomon Smith Barney greater leverage in its pursuit of an outright sale. Inadequate offers reasonably can be refused now, in light of the tangible alternative provided by the spinoff option.

The extra negotiating leverage should enable ALPHA to extract the highest possible price for "AlphaConnect" in a direct sale. That approach still offers the greatest long-term return to shareholders. A spinoff would involve a far longer payback cycle. Risk also would be a substantial factor.

We continue to value a direct selloff of "AlphaConnect" in the $6.00-$9.00 a share range. We also estimate the company's remaining service business to currently be worth about $3.00 a share. Spirited bidding for the technology could lead to a higher price. A final resolution should be reached within the next two months."



To: JOHN CHEN who wrote (188)3/18/1999 6:47:00 AM
From: mrc  Respond to of 471
 
John, start thinking about a new goal for CMGI..."target 200" is history. Awesome stock!

mrc



To: JOHN CHEN who wrote (188)3/18/1999 7:27:00 PM
From: MUL  Read Replies (2) | Respond to of 471
 
Hi John,
Can you explain as why xcit doesn't reflect on ATHM's price today.
XCIT=113*1.04=117 of ATHM. So it is a kind'na discount to buy XCIT right now instead of ATHM=124. I don't get it. Thanks in advance.



To: JOHN CHEN who wrote (188)3/19/1999 11:53:00 AM
From: Jing Qian  Read Replies (2) | Respond to of 471
 
John, I wonder why you didn't consider eBay. Maybe you thought it's too overvalued? Yesterday the registered item on sale in eBay site is
1.8 million. Today it increased to 1.9 million. This is how fast the company is growing. Probably a lot of people will never buy eBay in the belief that it's overvalued. But then they probably missed the biggest opportunity in life. Prove I am wrong please.

Pay attention to the small window on the upper right corner of ebay' site. It shows the current registered item on auction.



To: JOHN CHEN who wrote (188)5/20/1999 9:34:00 PM
From: David Tabb  Read Replies (1) | Respond to of 471
 
John,

Do you think PCNTF is worth accumulating at this point since it's back down to 50? Is it reasonable to assume it will move back to 100?
Thanks.