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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Canuck Dave who wrote (12869)	4/19/1999 4:09:00 PM
From: Nicole Bourgault	Read Replies (1) \| Respond to of 56537

Trade: bought 1000 shares T.MCF @ 2.41 I am not enough sure that tomorrow will be better. It is easier to arrange 1000 than 5000. Good luck, Nicole

To: Canuck Dave who wrote (12869)	4/19/1999 9:45:00 PM
From: Nicole Bourgault	Respond to of 56537

Canuck, T.MCF StockHouse: What are your thoughts on Microforum [Toronto - MCF]? Does that one look good is it a bomb? Adamou: In my opinion MCF has good marketing growth, diversified business. MCF is, I think, what Amazon should have been. Amazon went out and started selling books. What they did in order to sell their books, they needed to put together the marketing arrangements, call centers, distribution, shipping, warehousing, and all of that stuff. What they did was create a huge, beautifully efficient organization to push products over the Internet. Then what they're doing is, they're using this very efficient organization to squeeze and stuff pinholes out of the Internet. That's leverage off the organizational contacts that they put together and increase the size of the pinhole on the Internet to get more products through it. What MCF is doing is something similar. They've built the vast infrastructure that Amazon has. Why should they go out and try and put their name on stuff and try to get people to come to their pinholes? They go out to guys like Sony., the National Bank, Ford - the big organizations that are looking at the Internet and saying, "Boy, this is really good. We got to get on there but I can't justify it to my shareholders and all kinds of money, because they're going to nail me on my value in the market in the meantime." What they're (Microforum) doing is, they have got everything that Amazon has in place, but they put other people and names in on top of it. So, you know Sony might be one, Ford might be another. What they're doing is saying, "You guys drop your name on top of ours. We'll do the e-commerce stuff. We'll do the fulfillment, shipping, the marketing, call centers and we'll make it look like it's you, ok? But you pay us to do it, and then you give us a royalty." So what they do is leverage one infrastructure with possibly 5 of other organizations out there. From the organizational perspective, they get in cheap. They get the right to buy stock at a future date. They don't have to worry about being all - they're not geared to do it anyway. And they can do what they do, which is manage the product. So as a concept, it's probably one of the most compelling ideas I have heard in a very long time. It's starting to happen. They've got a lot of different things on the go. They're making the right decisions. They're slowly, methodically building a real business in terms of Canadian Internet companies. That (Microforum) is my favorite right now. StockHouse: In terms of valuation, when Microforum going to kick off and start imitating the rest of the Internet? Adamou: It certainly looks less expensive than most of the competitors out there StockHouse: If Microforum is your favorite, who is Number Two? Adamou: That's tough. I like Microforum because they already have stuff moving forward. I do like a Canadian company that became a US company: Rowecom Inc., ROWE on NASDAQ. It actually started off in London, Ontario. And the moved it's head office down to Massachusetts, then did an IPO on NASDAQ a few months ago. Rowecom is one of the leading e-commerce firms in the publishing industry. Any kind of information, subscriptions for their magazines over the Internet? They get a cut for every single transaction over their website. They're getting into Europe already big in North America and Canada