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Pastimes : Techride -- Ignore unavailable to you. Want to Upgrade?

To: Blue Snowshoe who wrote (474)	3/21/1999 4:07:00 PM
From: Joana Tides	Read Replies (1) \| Respond to of 7442

Howdy pals, so Jed and the Missus are takin' their Sunday stroll warmin' up the Yellow Dogs for a Sunday night bearskin rug session; and here I sit indoors listening to my teenager playing great rock and roll on electric guitar, trying not to be a PEBCAC (problem exists between chair and computer - LOL tech support talk) at the puter because from the looks of it the internet and SI are busy today...well, everyone knows stock investing is HARD WORK! Strikin' a lode today, here's the map: dmnews.com just read it for yourself, look for the internets, keep a pencil handy to scribble down some tickers and affiliations. then there's cmgi.com and there's plenty of links there, especially ventures, internet, and sales links. May I take a moment to mention (I happily hold some) MSGI? Just that CMGI just bought a stake in the Co. and whaddyaknow CMGI owns 100% of an online ticketing firm and add that to the recent controversy with the USAI (Ticketmaster, stake in TMCS also) low-ball offer for lycos. This gives me further cause to ponder and jump up and click my heels! If interested, read SI tread on MSGI and see if you're inspired to take a closer look into it. So I hold CMGI, MSGI, USAI and TMCS, now four makes a pert near wagon circle round the campfire: and the campfire in this case is GE !! GE, The Mother of all Mellow Yellows, GE Capital Internet Ventures who advertise in WSJ and financial magazines for new dotcoms to give a holler. GE who has NBC and The Mighty Welch as CEO. A recent witticism (imagine me, graduate of a Bay Area art college in the '70's, quoting Welch...well times change and people change with 'em) - when asked to comment about the CBS offer to GE to purchase NBC, Welch shook his head, "Well I don't think so...NBC has viable earnings and that could be somewhat of a shock to CBS". LOL If Those Yellow Dogs liked the very next phrase, why not type in CMGI on an SI Subject Title Search, and read all the associated Venture Capital Treads that will pop up in a list along with it. Keep a pencil handy to scribble down tickers....saves me alot of typing just yet, as I haven't looked at any of them closer than their treads yet, haven't even marked down share prices of TwoFly, Saffron, Frogtane, and these other pals Mellow Yellow is just mad about, yet...homework that will take more than a little while but ok; there's still plenty of time (like forever) whether or not the market takes a dive - miss one, draw a bead on another, keep on truckin'. Except rarely at those times when all tickers are minus; there's always something contrarian to the general pattern. And so even if Yellow Dogs say not to be interested in investing in this sub-sector; coming to conclusions about unheard-of alliances and seeing net commerce compositional groupings can only be doubleplu$good. 909 back at'cha, Joanie

To: Blue Snowshoe who wrote (474)	3/21/1999 8:39:00 PM
From: Joana Tides	Read Replies (1) \| Respond to of 7442

Howdy Pals, so one is off The Index as Another takes it's place... NSCP was delisted from Nasdaq & the Nasdaq 100 Index (CMGI takes its place on the Index now &;o)... NSCP went to AOL as of the Open of Thursday 3/18 because the AOL acquisition was finalized. The NSCP shareholders have received 9 AOL shares for every 10 of NSCP. I bought NSCP last July for 28.17 at a time when an AOL share was 90+. So it looks like the NSCP shareholders got the good news/the bad news deal just like the shareholders of the acquired company usually get at merger. Looking at it relative to if I'd just held onto NSCP til now, I would have received a 423% increase in the share price. That's the good news for the shareholders; the bad news is, AOL only gave 'em a premium for one AOL split instead of the two splits since the announcement of the intended merger. And some are oinkers & complain! I had been hovering on NSCP for a 909er split &/or spinoff of business software div.which Co. had mentioned was under consideration when the acquisition news was announced. After that it went up closely relative to the AOL share price pops and dips; first at 4.5 of the pps, then at 9.0 of the price per share, after the split. It made a good trading stock for many, I suppose; and there are many loyal old-techie shareholders who mourn the passing of The Old Days. There is an interesting article around about the difference in the corporate cultures: the P.C. mottos in the sparkling halls of AOL can clash with Netscape folks who are used to bringing their dogs and kids to work as they please & needn't punch if their work is welldone. AOL is trimming the NSCP staff, which of course makes sense as there would be redundant positions now because of merger and some folks who already know they simply cannot work with whoever,this always happens. But the human side of it is a disruption & sentimental tale for many. It sure was fun holding NSCP, watching it come back, using that fast silicon Nav browser that made no pop on my speaker as it flowed like water from link to link, joking around about Bills Browser problems on the desktop, reading all the posts from the investors and workers who loved that Company and the people in it so much...(enjoying GNET like that, too, & when it's such a company it sure gives a bigger bang for the buck!) Anyway, I didn't hold on to NSCP....Sold it for GNET twice, when GNET was at 36 and then the other half to buy GNET at 57! So I did even better than the 423% increase I would have gotten if I had held it. It's nice to see such a struggler as NSCP win, isn't it? LOL hey Blue, remember how my NSCP pick was dubbed a dud on our former digs? ONE OF MY RULES: If your heart goes out to it, It's A Winner! More 909s Please Pal, Joanie