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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (35)	3/22/1999 11:12:00 AM
From: mod	Read Replies (1) \| Respond to of 108040

Another HCOM-type company planning an IPO. Will be interesting to see how their business and valuation compares to HCOM. As the IPO date approaches, HCOM might turn into a sympathy play. Online Resources Registers for Initial Public Offering MCLEAN, VA. (March 22) BUSINESS WIRE -Mar. 22, 1999--Online Resources & Communications Corporation today announced that it has filed a registration statement on form S-1 with the U.S. Securities and Exchange Commission for a proposed initial public offering of common stock. J.P. Morgan & Co. is acting as lead manager and bookrunner for the offering. U.S. Bancorp Piper Jaffray and Keefe, Bruyette & Woods are serving as co-managers. Patton Boggs LLP and Michaels, Wishner & Bonner, P.C. are serving as legal counsel to the company. McLean, Va.-based Online Resources & Communications Corporation is a leading provider of electronic commerce services to regional and community financial institutions that brand the services for their consumer and small business customers. Proprietary services include Internet and remote banking and billpaying services. The company also offers access to complementary financial products, such as online loan approval, insurance, investment information and securities trading. Online Resources operates a call center and provides consumer co-marketing services, including a BankOnline.com Web site to direct potential consumers to its client institutions. Its end-to-end single source solution operates substantially in real-time. The company, founded in 1989, is privately-held and serves more than 325 financial institutions nationwide. A copy of the preliminary prospectus relating to the securities may be obtained when available from J.P. Morgan Securities Inc., 60 Wall Street, New York, N.Y. 10260. A registration statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. These securities may not be sold nor may offers to buy be accepted prior to the time the registration statement becomes effective. This communication shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of these securities in any state in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state. -0- bc/ch* CONTACT: Online Resources & Communications Corporation, McLean George E. Northup, 703/394-5100 Griendling Communications Robert Griendling, 703/978-4686 KEYWORD: VIRGINIA INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS BANKING

To: Kimberly Lee who wrote (35)	3/22/1999 12:08:00 PM
From: Stockdoctor	Read Replies (3) \| Respond to of 108040

Kim, here is something on DCLK from wallstreetcity reporter...LOOKS LIKE NO RESISTANCE FOR A WHILE....bodes well both for DCLK and NETG as this sector is hot: Stock of the Hour Mar 22 1999 9:32AM CST Archives... Doubleclick Inc. by Kimberly Haley-Coleman Senior International Markets Analyst Among the ranks of sizzling internet-related companies is Doubleclick Inc.{DCLK:NASDAQ}, which today continues its bearish run. In a little over a week, this Internet advertising company has gone from trading under $110 to almost $200. This morning it opened at $185 and so far has advanced $9 1/2 (or 5%) to its current trading level at $194 1/2. Volume has been especially encouraging at these new record levels for the stock, as over two million shares have traded hands so far. The company reported this morning that it has formalized strategic partnerships with broadband pioneer, Comcast Online Communications, in a move to develop solutions for high-speed online service providers. Comcast will leverage the DART (Dynamic Advertising Reporting and Targeting) technology to target and manage ad inventory and generate detailed ad performance reports for advertisers. There is no established resistance ahead, so this could be an exciting ride indeed!

To: Kimberly Lee who wrote (35)	3/22/1999 12:08:00 PM
From: mod	Read Replies (1) \| Respond to of 108040

Bought BGF at 29 3/4, and will throw it out for discussion here. CFSB reiterated strong buy today. BGF owns large positions in several internet companies which have either gone public or will soon. Here is a summary from CFSB: <<AM CALL: BGF: Market Yet to Realize BGF's Strategic Investments (PT 1 OF 2) Credit Suisse First Boston Steven N. Barlow March 22, 1999 STRONG BUY SMALL CAP BIG Flower Holdings, Inc.( BGF) BGF's Internet investments could pay dividends with financial and intellectual capital gains Summary Big Flower Holdings has expanded its internet investment portfolio, and its value at 5.0 times our 2000 EBITDA estimate, does not reflect the potential value of these investments. BGF owns 1.8 million shares of 24/7 Media (TFSM), 737,864 shares of the MiningCo (expected to go public in third week of March), and an undisclosed number of shares of WorldGate (filed an S1), Andromedia, Inc and NuTel Corporation (both private, start-up co's). While all five investments could lead to substantial gains, BGF has key personnel on 3 of the 5 boards and is leveraging the knowledge these companies have of the Internet, direct marketing and new technology. Besides these strategic investments, its core operations are running on all cylinders, and we expect strong results in the quarter and year. We reiterate our Strong Buy rating.>>

To: Kimberly Lee who wrote (35)	3/29/2000 10:43:00 PM
From: 2MAR$	Respond to of 108040

looking back today...JNPR held up well, with QCOM... but seemed to be hearing the them saying alot of money was going with the TeleCo's and Net Infrastructure....they are established and in the most solid position to leverage the most value from the money flowing presently into the net and further growth ...ASIA a good choice today, and aside from QCOM & JNPR, one of the few to hold up and remain in the green. So back to "wireless", telecoms,Fibre, infra~structure...not a great time to be in dotcoms, and highend software... until friday where bargain hunting may resume **what a time to be coming out of lock-ups: clic,vshp,iwov,bbsw,plrx,jptr,ilum,estm....to name a few.. Guess the best stocks to be in , are those who help you to "reach out and touch some one"...(at giga-byte speeds!) now to spend a little time with the rolling stones & "Gimmie shelter" (and maybe some Robert Palmer) :-) mars