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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (2522)	4/23/1999 6:51:00 PM
From: Howard	Read Replies (1) \| Respond to of 108040

Buying SBAS on news ??? Thanks

To: Kimberly Lee who wrote (2522)	4/24/1999 2:33:00 PM
From: SteelerStu	Read Replies (3) \| Respond to of 108040

UPDATE on KYOM, based on e-mails received from Management... The final receipt of promised documents, consisting mainly of the resumes of the Company officers and an outline of what they plan to do, have put to rest some serious concerns I had. Since I post on my own thread and have made some recent successful recommendations in the field of Internet Asia, I have become more acutely aware of my responsibilities to potential investors. When researching Companies just past their embryonic stages, many important aspects remain unclear, entailing a lot of guess work. So, I have to be careful not to sound too pessimistic and cost investors some potential profits or too enthusiastic and be the indirect cause of some monetary loss. When in doubt, I will rather err on the side of prudence, as I have done so far in this case. 1) Management: The quality and integrity of Management is the key to the success of most Companies, more so when they are small and don't swim in cash. Mr Bruce Ransom, the CEO, has extensive experience in the financial and administrative services industry and has been a Director on the Board of several related Companies. I spoke to him on the phone a few time and he made a good impression. He is assisted by Brian Ransom with extensive experience in similar industries, Mr Yu Ning Wang who is the Business development officer and Marketing manager, Ed Lee, project manager in Guangzhou and Firoz Lakhani, manager on the Canada side. 2) Strategic partners: chengdunet.com This ISP has been established for 2 years, has 28 employees and is just reaching the profitable stage. It is managed by Mr Owen Li and sports a number of apparently well qualified personnel. 3) Strong points: + KYOM has been granted a License by Government to operate a Lottery in the Chengdu/Sichuan province that comprises some 100 Millions people. Chinese are not as used to playing Lottery as their American counterparts, however, as their disposable income increases steadily, it is likely they will be drawn to play in larger numbers. Revenue should grow rapidly, as KYOM receives 6% of the gross proceeds. + Financing is in place to purchase 200 Lottery kiosks. + KYOM plans to develop quality EBS (E-Business Services) and ISP services and expand in other cities: Beijing, Shanghai and Guangzhou. 4) EPS and valuation analysis: The CEO predicts EPS of 8 to 12 cents for 1999. Let's say an average of 10 cents. Such a Company in its earlier stages of development could reasonably command a PE ratio of between 30 and 50, giving us a potential price range of between $3.00 and $5.00. Until we get more tangible news, I would assume that $5.00 would fully value the Company. Anything more than that would be pure speculation. 5) Risks: There are the usual risks attached to developing OTC-BB listed Companies. I do not believe some information I have seen floating around, such as a $40 Millions equity or financing package, which doesn't appear necessary at this early stage; the float size which should safely be assumed to be around one third the total outstanding and the statement that the Company is already profitable, as it cannot possibly be at this stage. People might be confused with Chengdunet which is just past break-even point. 6) Conclusion: While there are definite risks in this investment, certainly more than for XNET, there are also some potential rewards. I have taken a sizeable initial position, as reported in a post on Internet Asia and have since increased it by one third. Disclaimer: Being long KYOM, my opinion is therefore biased and for my sole use. Anyone considering establishing a position should carry out extensive Due Diligence and only invest what they can afford to loose. Regards, F. Goelo + + +

To: Kimberly Lee who wrote (2522)	4/24/1999 9:18:00 PM
From: Seeker	Read Replies (1) \| Respond to of 108040

KL, I hope you and your group got in MRPS. Up 21% Fri on no news. News expected next week. This is info thread on MRPS: Subject 27752 Happy trading, Mike

To: Kimberly Lee who wrote (2522)	4/24/1999 11:35:00 PM
From: vagabond	Read Replies (1) \| Respond to of 108040

Re NSKY: First film set for "World Premiere"... The following appeared today on the Website of the "Seattle International Film Festival," confirming that NSKY's first movie ("Freak Talks About Sex," starring up-and-coming actor Steve Zahn) WILL be shown at next month's world-class festival. This is one of the major developments shareholders have been waiting for, with an eye to an eventual distribution-deal. And now, of course, there's also the hoped-for revenues from the recent acquisition of 40% of "movieplace.com". So it'll be interesting to see what effect this latest news has on the stock-price... (Note: For some reason this announcement is dated April 13, but in fact it has only-now appeared (must've been prepared in advance, then held-for-release). Presumably, NSKY will have its own follow-up announcement soon -- but don't know the company's exact PR plans...) (FYI, the Film-Fest website is: seattlefilm.com ) Vagabond =================== 25th Seattle International Film Festival Announces Premieres Impressive Array of World and US Premieres Slated April 13, 1999 The 25th Seattle International Film Festival announces a plethora of US and World premieres. The Silver Anniversary edition of the Seattle International Film Festival runs from May 13 - June 6. With nearly 300 films (185 features and 100 short films) from over 35 countries the Seattle International Film Festival is one of the top rated film festivals in the nation. Among the World and US premieres slated for the festival lineup are: World Premieres -- After the Rain (South Africa) Dir. Ross Kettle, w/ Paul Bettany, Louise Lombard Creature (USA) Dir. Parris Patton Dead Dogs (USA) Dir. Clay Eide, w/ Jay Underwood, Joe Reynolds Final Rinse (USA) Dir. Robert Tucker, w/ David Cale, Frank Gorshin FREAK TALKS ABOUT SEX (USA) Dir. Paul Todisco, w/ Steve Zahn, Josh Hamilton Say You'll Be Mine (USA) Dir. Ben Kane, w/ Justine Bateman, Gil Bellows Shadow Boxers (USA) Dir. Katya Bankowsky The Basement and the Kitchen (USA) Dir. David Fickas The Last Best Sunday (USA) Dir. Don Most, w/ Angela Bettis, Douglas Spain The Mao Game (USA) This Space Between Us (USA) Dir. Mathew Leutwyler To Walk with Lions (Great Britain) Dir. Carl Schultz Unglued (USA), Dir. Holly Goldberg Sloan , w/ Linda Hamilton, Eugene Levy The Basket (USA) Dir. Rich Cowan Love Happens (USA) Dir. Tony Cookson, w/ Megyn Price, Ken Marino US Premieres -- A Beautiful New World (China) Dir. Shi Runjui A Glass of Rage (Brazil) Dir. Aluizio Abranches Adrenaline Drive (Japan) Dir. Shimobu Yaguchi At Sachem Farm (USA) Dir. John Huddles, w/ Minnie Driver, Nigel Hawthorne Beloved / Friend (Spain) Dir. Ventura Pons Betrayal (Brazil) Dir. Arthur Fontes Better Than Chocolate (Canada) Dir. Anne Wheeler, w/ Wendy Crewson, Karyn Dwyer Breakfast of Champions (USA) Dir. Alan Rudolph, w/ Bruce Willis, Nick Nolte Date Wine (Egypt) Dir. Radwan el-Kashef Fucking Amal / Show Me Love (Sweden) Dir. Lukas Moodysson Happy Birthday, Mr. Mograbi ( Israel) Dir. Avi Mograbi In That Land (Russia) Dir. Lidija Bobrowa Life In Fog (Iran) Dir. Bahman Ghobadi Lucy's Revenge (Burkina Faso / France) Dir. Janusz Mrozowski Mu Mu (Russia) Dir. Yuri Grymov Pep Squad (USA) Dir. Steve Balderson TAMARO. Stones and Angles. Mario Botta and Enzo (Switzerland) Dir. Yilli Hennann Terra Nova (Australia) Dir. Paul Middleditch The Iron Heel of the Oligarchy (Russia) Dir. Alexander Bashirov Tom's Midnight Garden (USA) Dir. Willard Carroll Cinema Seattle is supported in part by the following year-round program sponsors: Blockbuster Entertainment Inc., Alaska Airlines, the Independent Film Channel on TCI Digital, British Airways, Starbucks Coffee Company, Delta Air Lines, The Allen Foundation for the Arts and AT&T Wireless Services. Cinema Seattle is a not-for-profit, membership-based organization.