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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?

To: Nandu who wrote (4099)	4/23/1999 11:22:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

Kerala related links. Anil: Here is good site where you can find a lot of Kerala relates sites in case you are interested. ionet.net Say are you in on NETP?

To: Nandu who wrote (4099)	4/24/1999 2:04:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 12475

Next Week's IPOs (April.26,1999) Anil: Are you interested in any of the IPOs coming out next week? I have IOIs on Mpath and AppliedTheory but I am not sure about these internet IPOs,too many of them coming out these days for one thing.Mariba was hot one time but I am not sure about them now,one thing though they have 'hot mama' for a CEO.<vbg> Looks as though some of these other leading internet and broad-band companies in the secondary market are proving themselves to be much better than these IPOs lately but they are kind of expensive to say the least. =========================== Next week's Internet IPOs include Mpath Interactive, Marimba, Razorfish, AppliedTheory, and Musicmaker.com. .................. Mpath Interactive, which sells software used for activities such as real-time games, plans to sell 3.9 million shares at $10 to $12 each, raising about $42.9 million. Mpath operates a Web site and sells software, which means that it has two revenue streams, said Steven Tuen, research director at IPO Value Monitor. While the company's market is mainly limited to game players, that concentration is attractive to advertisers, especially as game players tend to stay online for a long time. Marimba, which sells software that lets companies distribute and update software over the Internet, plans to sell 4 million shares at $13 to $15 each, raising about $64 million. Both Mpath and Marimba are based in Mountain View, California. Marimba's products appeal to organizations with a lot of mobile users or geographically dispersed offices, Tuen said. Also, the company's president, Kim Polese, is a well-known Silicon Valley executive, he said. New York-based Razorfish, which provides Web site design and other services, plans to sell 3 million shares at $10 to $12 each, raising about $33 million. Great Neck, New York-based AppliedTheory, which aims to provide businesses with one-stop shopping for Web site development, design, and hosting, as well as Internet access, plans to sell 4.5 million shares at $12 to $15 each, raising about $60.8 million. "As companies continue to develop a presence online, they're going to require third-party consultants to help them, in part because of a lack of expertise," Tuen said. "It's a very dynamic field; the market is growing quickly." Reston, Virginia-based Musicmaker.com, which sells music over the Internet, plans to sell 3 million shares at $7 to $9 each, raising about $24 million.