Hi Art - I think the report you are referring to is the Internet Stock Review and not the Internet Stock Report by Steve Harmon. Internet Stock Review said they were updating their music watchlist by adding 2 new additions before February was up. TSIG was added to the overall list that Internet Stock Review follows but there was no specific mention of TSIG or any specific updating of their music watchlist. I'll let the thread know as soon as I hear anything. By the way - I still have my hopes up that Steve Harmon will mention TSIG.com one of these days. :~):~)
Regards,
phil.com
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Date:Fri, 05 Feb 1999 01:51:49 -0800 To:internetstockreview@sparklist.com From:Internet Stock Review Online <indexao@pipeline.com>Add to Address Book Subject:Internet Stock Review Online. Friday 2/5/99. AM Edition. Reply-To:internetstockreview-owner@sparklist.com
================================================== Internet Stock Review Online, Friday 2/5/99
Los Angeles 51....63F Sunny. ================================================== Table Of Contents:
1. Welcome. 2. News Reported. 3. New Buys and Sales On Wall Street. 4. Big Movers On Wall Street. 5. Earnings (or lack of) Reports. 6. News Reported via Audio/Video. 7. News From Our Readers. 8. IPO's and DPO's. 9. Disclaimer.
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204.183.199.114 list ================================================== Welcome.
Since the NASDAQ registered its third largest, single one day loss today, off 3.3%, we thought it might be a good time to take a quick peek at how all the various Watch List companies have been performing.
From January 10th, the average stock has increased 11.7%. 20 stocks were up, 8 were down. If you were so lucky to identify and invest in the Top 5 performers, you would be up 185%--about what some mutual funds make in 10 years. And it's January. Oh my. If you bought all five and only if you bought all five, give us a call. We'll do a streaming video interview with you and put it up on the Internet. In fact if you bought 5 of the Top 10...give us a call.
Coincidentally (really) we happened to meet the management of each and every one of the Top 5 movers and it couldn't have happened to a nicer or harder working group of people (honestly). Guess we should get out of the office more often.
TOP 5:
Comtex (CMTX) Up 514%. DYNAMIC MEDIA.COM (DIMG) Up 135% YouBet.com (UBET) Up 127% DynamicWeb (DWEB) Up 85% AllNet Services (AWEB) Up 72%
TOTAL UNIVERSE:
Individual Investor (INDI) Up 62% MediaX (MXMX) Up 54% Brilliant Digital (BDE) Up 47% iParty (IPTY) Up 43% MediaLink (MDLK) Up 34% USWeb (USWB) Up 26% Playboy (PLA) Up 25% FingerHut (FHT) Up 25% FirstNet (FNTT) Up 24% Harmony Holdings (HAHO) Up 22% Rare Medium (RRRR) Up 10% Sportsman Guide (SGDE) Up 6% EchoStar (ECHO) Up 6% CDNow (CDNW) Up 6% Aim-Smart (AIMS) Up 5% Digital Courrier (DCTI) Down 4% CustomTracks (CUST) Down 4% Federal Express (FDX) Down 6% UOL Publishing (UOLP) Down 11% Kushner-Locke (KLOC) Down 14% American Interactive (AIME) Down 16% Zapata (ZAP) Down 17% Borders Group (BGP) Down 18%
If it's of any interest, the worst performers at this time last year (in the 1998 Watch List) continued to perform poorly and the best performers at this time last year just continued on their merry way. Sounds illogical, until you look at Network Solutions (NSOL) and Go2Net (GNET). From the 1998 Watch List addition price until today, NSOL moved up 1,334% and GNET moved up 1,232%. That's one year and one month. They of course, had to be up 100%, up 200%, and up 500% first.
We should have two new additions to the Music/Internet Watch List before the month is out. Both trade under $5.00. The current names on the Music/Internet Watch List are CDNow (CDNW) Up 23%, CustomTracks (CUST) Up 121% and MediaX (MXMX) Up 162%. Percentage changes are from Watch List addition prices.
Tomorrow we will delve into what excites us about Music On The Internet, in general terms. And now that were on the subject of Music, MediaX (MXMX) opened its Online record store today. Read this following quote from a press release they issued Thursday. Read the last sentence twice. THEY ARE TELEGRAPHING YOU. Hello.
"This first launch phase of AmuZnet.com will feature an uncomplicated and user-friendly interface, while the company lays the foundation for a completely revolutionary way to buy music. Customer feedback and reporting is encouraged during this initial launching period and will help in building the next phases of the site. Additional phases will culminate into a proprietary, highly confidential, Music Agent interface that will set a new standard in the industry."
New standard in the industry...we like that. This too. Earlier, one of our hard working employees was surfing in AOL's Entertainment section and discovered a Rod Stewart chat arranged by MediaX. We haven't seen a press release on it yet, but would fully expect one. This is a good example of how MediaX differentiates itself from the CDNow's (CDNW) of the world who pay (and pay dearly) to get on the AOL front page...
AmuZnet amuznet.com
AOL Entertainment chat01.asylum.com
MediaX and TicketMaster (TMCS) on WebNoise. webnoize.com
================================================== New Reported:
AllNet Services (AWEB).
Under terms of the deal, ATD will continue to operate its online travel site www.airdisc.com. The two companies will share links from their existing etailing sites and work jointly on future site development, promotions and marketing for travel. ATD is one of the travel industries most reputable wholesale companies with headquarters in New York and other affiliate offices nationwide. ATD's 1999 and year 2000 projected revenues are in excess of one hundred million dollars. The company represents most of the world's largest airlines. Offerings range from Domestic and International flights to Car Rentals, Hotels, and coming soon, Land Packages and Cruises. Robert Aubel, President & CEO of Allnet stated: ''This is a tremendous opportunity for Allnet. Travel is fast becoming the largest industry in e-commerce. We are now partnered with one of the country's premier wholesale travel companies in Air Travel Discounts, Inc.'' biz.yahoo.com
American Interactive Media (AIME).
The online retailer, due to join Compaq and AltaVista, will market itself as a service provider, working with American Interactive Media. (WIRED) wired.com tml
Borders Group (BGP).
BGP hooks up with Infoseek and Disney. COM has more than eight million registered members and over 38 percent reach into the Internet audience. These users will be exposed to contextual placement of Borders.com links and banner ads throughout the site. biz.yahoo.com
CDNow (CDNW).
CDNow loses $2.79 for the year and is merging with N2K which loses $5.64 for the year. Combined sales for the two grow from $38 million to $119 million. Combined (maybe shared) they have 1,720,000 customers. Interesting to say the least. CDNow has an accumulated deficit of $$55 million and N2K has an accumulated decficit of $132 miilion. How long have these guys been around ? In essence though, they've spent about $110 per customer.
biz.yahoo.com biz.yahoo.com DynamicWeb Enterprises (DWEB).
The Chairman & CEO Steven Vanechanos Jr. built this company from his living room table. Most recently the Very well respected Investment Banking firm, RAYMOND JAMES & ASSOCIATES has agreed to work with DWEB and add share holder value. This may be an excellent Internet play for those of us who want to enter the Internet sector and pay a fair price for a company which has a strong investment bank behind it and a company which has excellent potential for increasing earnings and share price.DWEB has a market cap of only $7.58 million it has negative earnings and negative cash flow. However it has an excellent Gross Margin of 28% plus. Strong sales are in the pipeline and the upside potential for this company is excellent. stockstowatch.com
EchoStar (DISH).
Echostar is facing stiffer competition now that DirecTV plans to buy Primestar's assets for about $1.8 billion. Should EchoStar shareholders sell? 'No Way,' says Analyst Bob Hirschfeld. (IIOnline) iionline.com els
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