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To: KeepItSimple who wrote (46880)	3/23/1999 10:34:00 AM
From: Mark Fowler	Read Replies (3) \| Respond to of 164684

Yhoo 157.25, Glenn i think the selling is about done here.

To: KeepItSimple who wrote (46880)	3/23/1999 10:34:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Bought Cmnt yesterday @ 11. >> NEW YORK, March 23 (Reuters) - Bear Stearns said Tuesday it had initiated coverage of Computer Network Technology Corp. <CMNT.O> with a buy rating. It also said it had set a 52-week price target at $18-$20 a share. Further details were not immediately available. Computer Network, a software and services start-up, ended at 11 on March 22. << >>About Computer Network Technology (CNT) Computer Network Technology, based in Minneapolis, Minn., is a global company providing high-performance Enterprise Application Integration tools, Storage Area Networking solutions, and world-class support services. The company's enterprise application integration products, including Enterprise/Access, integrate legacy applications with frameworks, packaged applications, or new environments. The company's products are sold worldwide through a direct sales force and a network of authorized distributors. For more information, visit CNT's web site at cnt.com , or call 800-638-8324 (U.S.) or 44-181-232-2600 (International). <<

To: KeepItSimple who wrote (46880)	3/23/1999 2:48:00 PM
From: Glenn D. Rudolph	Respond to of 164684

13 benefit from aggregating consumers eyes and ears). By providing the link between customers who buy products over the Web and top online merchants (who share AMZN's commitment to the highest quality customer service experience), AMZN can monetize its customer base to a greater degree. This latest announcement serves as yet another data point in support of that theory. America Online (AOL): The Three Musketeers Last week, AOL's acquisition of NSCP was completed and with that the much heralded AOL-NSCP-SUNW alliance moves into its actionable phase. We'll finally begin to see the fruition of last year's vision - “one for all and all for one” - as the alliance positions itself as the turnkey solutions provider for businesses online. Stay tuned for early data and results. High Speed Access Rolls Along AOL announced another DSL deal - this time with SBC, to offer high-speed upgrades to AOL customers in California, Texas, Missouri, Arkansas, Kansas and Nevada. Combined with AOL's Bell Atlantic DSL deal, AOL will soon be able to offer high-speed upgrades to its customers in 21 states. Clearly, AOL is developing a upgrade strategy that satisfies customer demand and makes good economic sense. While the world waits for AOL to make a cable announcement, their continued subscriber growth and roll-out of DSL deals strengthens AOL's bargaining position, as well as deepening its ties to its valuable consumer base. DoubleClick (DCLK) 2 for 1 Stock Split Announced DCLK announced a 2 for 1 stock split for shareholders of record as of 3/22/99. The split will take effect April 2 nd . Debt Deal Debut Within days of its announcement to raise $150 million, subject to market conditions, DCLK completed the sale of $200 million through 4.75% convertible sub. notes due in 2006. DCLK also granted initial purchasers a 30 day option to buy an additional $50 million to cover any over-allotments. The conversion price is $165 - at the time of the deal that represented a 23% premium above price. Combined with the success of AMZN's recent debt offering (see The Internet Capitalist 2/5/99) and a recent announcement by SPLN, this appears to the latest trend in Internet companies exploitation of the current state of the capital markets. DCLK will use the proceeds for working capital, international expansion and product development. Excite (XCIT) Custom IE 5 In a continued effort to showcase its emphasis on customized content and features, XCIT unveiled its own version of Microsoft IE 5, customized for XCIT users with direct links to Excite Mail and My Excite Start Page As XCIT strives to become as sticky as possible to its users, this browser integration is a nice touch. Netscape (NSCP) The End of An Era With the closing of the AOL deal last week, the Street has lost one of the true pioneering companies of the Internet era. We fully expect the acquisition to be beneficial to both parties , but we were still a little saddened to see NSCP disappear from our stock screen. Yahoo (YHOO) Yahoo! Store Expands In an effort to enhance the suite of tools currently offered to merchants through Yahoo! Store, YHOO announced new agreements with