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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Marketeer who wrote (3420)	4/4/1999 4:01:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 30916

To: Mark[ox5] (725 ) From: DBK Sunday, Apr 4 1999 3:26PM ET Reply # of 728 Mark, << Can you tell me more about Beyond.... I have heard about them on and off...but havent ever really looked into them>>> BYND is basically a online reseller of software, including digital delivery system for a few selected ones . (also called ESD - electronic software delivery..) similar to DRIV. They have recently signed a deal with Compaq also. They are one of the 4 vendors for MSFT also I think... What I like is the combined effect/power of BYND and buydirect.com ; A section of the article biz.yahoo.com is as follows : {{{First, Beyond.com adds an exclusive software retailing relationship with @Home Network, the leading provider of broadband Internet access via the cable infrastructure, as well as a strategic alliance with XOOM.COM, one of the industry's leading Internet-based direct marketers. ''The combination of the two market leaders in the online software retail space will provide @Home subscribers with one of the largest offerings of high-speed digital download software available on the Web,'' said Tom Jermoluk, Chairman and CEO, @Home Network. Second, Beyond.com adds the Internet's premier technology content providers, CNET and ZDNet, to its stable of partners. BUYDIRECT.COM recently signed an agreement with ZDNet to become the principal online software retailer in ZDNet's sites. As part of that agreement, BUYDIRECT.COM will have significant promotion and media on the ZDNet site. ''This merger of the two leading providers of digital download services, makes Beyond.com a leader in the Internet software space,'' said Dan Rosensweig, president of ZDNet. ''We're excited about this partnership, which extends ZDNet's reach to a greater number of software buyers.'' These additional capabilities complement Beyond.com's recent announcement that it is a premier software merchant to Yahoo! and now leads the industry in partnerships with the following top Internet destination sites: America Online, Excite, Netscape and Yahoo!. Beyond.com also partners with four of the top eight software publishers -- Autodesk, Microsoft, Network Associates and Netscape -- to fulfill their online software orders. Third, Beyond.com gains key additional engineering expertise in electronic software distribution, giving the company one of the industry's largest pools of engineers with digital downloading experience.}}} . <<<Can you direct me to the Harmon article?>>> Steve sends e-mail to paid subscribers ($99/year) once a month, his top 10 picks for the month. This April issue had BYND, What he said was, he expects better revenue growth (about 15MM from buydirect.com alone) and buydirect.com was a key acquisition for BYND. I guess, I have deleted the e-mail... If I find it, I will PM you... The negative factors for BYND can be 1) low margin industry 2)direct competition DELL/MSFT (may be) . << when is the IDTC spinoff ? Anytime soon?>> IDTC/BNYN still in speculation stage; But IDTC looks much nearer... Two articles discuss this : cbs.marketwatch.com. ragingbull.com Thanks, DB