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Technology Stocks : Broadcast.com (Acquired by Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: B. A. Marlow who wrote (970)	3/27/1999 10:48:00 AM
From: howto	Respond to of 1260

I'm hopeing for a deal soon I bought at the close on fri. Rumer is that deal will be done at .85yhoo for bcst share any comments?

To: B. A. Marlow who wrote (970)	3/27/1999 12:51:00 PM
From: sam	Read Replies (3) \| Respond to of 1260

BAM: Thanks. Makes sense. As do all of your posts. You are clearly one of the few people who not only understand the technology, particularly relating to streaming video, but also the business applications that will come. When I see your name on a thread I immediately start my DD. Which is the highest compliment I can give a fellow poster. Now, why my question? Listening to last quarter's conference call, I was struck by how there was absolutely no competition for BCST. This quarter, we hear that CNET and CMGI are both planning to enter this space. Now I fully understand why AOL or YHOO need BCST in their stable. It's a great fit -- and future oriented. But a "red light" goes on whenever I hear a company 'wants' to sell. As if there is something looming on the horizon they know they can't deal with alone. I never would have thought that BCST was in that category. Still don't. And have no plans on selling, either. Even if BCST is taken out. Like with RNWK. Just kicking around some of my thoughts, that's all. As for SEPR, I think it is a one-of-a-kind company with explosive potential. But you probably already know that. 90% controlled by insiders and institution. Is this a good time to get in? My guess it might be a great time. SEPR has good support at about 109 - 110. Which is where it is now. If it successfully tests this level again -- which I believe it will -- it should retest its highs again. But biotechs are entirely different in their trading patterns. I was invested in AGPH when Viracept (protease inhibitor) was approved. Stock drifted down after that as the street wanted to make sure that AGPH could sell the drug against the big pharms. So anything could happen. Ultimately, SEPR is a must-have stock for me...so even if it falls I'm not going anywhere. Unless inflation returns and interest rates rise. Hope this helps.