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Technology Stocks : barnesandnoble.com (BNBN) -- Ignore unavailable to you. Want to Upgrade?

To: Sidney Reilly who wrote (1)	4/22/1999 10:24:00 PM
From: Brett Fleischman	Read Replies (1) \| Respond to of 766

This is good for BKS at least...with the market dump, it gives BKS more time to rebound and run-up to the IPO. Brett

To: Sidney Reilly who wrote (1)	4/23/1999 2:14:00 AM
From: Capitalizer	Read Replies (1) \| Respond to of 766

Did a quick check of the S-1 and don't show a number of shares yet. 200 million shares would be moronic of them. $5 a share would give them a market cap of $1B. It is possible they are looking to raise that much, but it would be through fewer shares than 200m.

To: Sidney Reilly who wrote (1)	4/23/1999 5:05:00 PM
From: Wayners	Read Replies (1) \| Respond to of 766

They are NOT issuing 200M shares. Think about it. The IPO has not priced yet. Until it is priced, nobody knows for sure how many shares its going to be. What you can infer though is that they are going to value the internet business at less than $200M. There are an infinite number of combinations of number of shares and share price to reach the market cap of approx. $200M.

To: Sidney Reilly who wrote (1)	7/15/1999 11:48:00 PM
From: flish	Respond to of 766

I have been reading the posts regarding GSCO and resistance at 18-19. Just so you know my bias, I'm no fan of GSCO (and learned early to beware of GSCO on the ask when trading), I bought small shares of BNBN at the IPO price through WitCapital and averaged down at 16 and 14.5. That's my bias, and here's my alternative perspective: I don't think GSCO is intentionally doing anything to the stock price. Sure as an underwriter they have an unwritten obligation to take reasonable steps to support the IPO and the clients to whom they persuaded to buy into the company. But remember they have clients. If those clients place sell orders, GSCO sells. I understand that MM's have the ability to manipulate prices and do. But that's not all they do. They also respond to the market. There is large float and some selling sentiment. My ultimate point is not to be disagreeable but to encourage fellow holders. I think some of our frustration is being misdirected at GSCO. So many IPO's are soaring while this one is pausing. I have no predictions but I have learned that patience is good thing. Hold on and try to remember that GSCO did take this company public and sees a distant horizon, one that doesn't agonize over a 1/2 point. <g> Good luck.