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To: Doug R who wrote (28513)	4/15/1999 9:39:00 AM
From: wittder	Respond to of 79227

Some news on GFI, biz.yahoo.com biz.yahoo.com

To: Doug R who wrote (28513)	4/15/1999 10:20:00 AM
From: Andrew C.R. Biddle	Respond to of 79227

Doug- I believe HNV formed venture with RS software because India has talented but cheap pool of software programmers. Here is a piece from a video game magazine about India: >>India is at present famous for Y2K solutions. When the giant multinational companies estimated the cost of the initial problem in billions of dollars, they also understood that finding solutions in India would cost roughly a third of their initial estimates. So as a result, every multinational software company from IBM to Microsoft has concentrated millions into Bangalore to develop these solutions. Later, these organizations began to notice the cheap talent and potential in India, and moved additional software projects (other than Y2K-related ones) to India<< Andrew HWYM up on WMT News...any potential?

To: Doug R who wrote (28513)	4/15/1999 10:36:00 AM
From: Michael L.	Respond to of 79227

Doug, HNV, the first feeling is disappointment. <<The Joint Venture will focus on providing technical expertise and consulting services leading to product development in the future. >> This is a very different area of software development with a very high competition. If they will only provide a technical support for their own e-commerce initiatives, but again, it is cheaper just to buy an application and there are plenty on a market for their particular needs. So, why they did this step? At the end of this month we will see what Basil thinks about it. I personally trust him. Michael

To: Doug R who wrote (28513)	4/17/1999 2:28:00 PM
From: Omer B.	Read Replies (1) \| Respond to of 79227

Thread: The following was posted on Yahoo HNV board (# 1775). "excellent research not guessing by: thoranly 1775 of 1776 A small brokerage just published an excellent analysis of HNV business and valuation. Micheal Feinsod who manages infinty capital partners--Phone 212-838-7575--brokerage name,Monness,Crespi,Hardt & co. Highlites are as follows: Target price of $7.00 in near term and possibly higher if more fufillment contracts are entered. Investors have concentred on " the Pipe" and not on the " second pipe" the piece that acvtually delivers the " pipe" sales of goods. HNV is the company that is truely the only pure play that does it all. HNV will provide and focus on the infrastucture needs to make E-commerce function on a profitable basis. Research has shown that PORTALS are increasingly demanding that e-merchants have significant back end capability to meet customer demand. Keystone offers ala carte menu from web site deveopment, telemarketing customer service and fulfillment options--nobody else offers that package. Outsourcing will grow dramically due to: Merchantssell not collect and deliver save costs and learning , brick and morter or wharehousing. Keeps balance sheet free of depreciation and amoritization which reduces drag on EARNINGS!! As more goods are sold on-line customer service becomes increasing important,Keystone is positioned to provide customer service for third parties on a profitable business model. UNLIKE OTHER E- MERCHANTS HNV BECOMES MORE PROFITABLE ON EACH PACKAGED SHIPPED. HNV has no inventory risks with respects to Keystone all goods are on consignment. Valuation( which is consistant with less capable companies) Brand marketing 1.2X sale 500 million 600million Web services 10Xsales 80Million 800million total 1,400 million shares 210 million implied value $6.64 "