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Technology Stocks : Avalon Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Claudia Benson who wrote (1159)	5/18/1999 1:54:00 AM
From: Madeleine Harrison	Read Replies (1) \| Respond to of 1530

Eric, CB et al, I thought it was $233 per share, but who's counting<g> It's fascinating to see the Microsofts and Dells thundering into the health companies on the web. Who's next? IBM? These goliaths are cash rich and want to conquer the Internet territory to stamp their product on us. Who "owns" the web hot portals sells the most toys. And I am delighted to see that the Bigs know health on the web is the place to start. -Mads

To: Claudia Benson who wrote (1159)	5/18/1999 3:57:00 PM
From: Eric Fader	Read Replies (1) \| Respond to of 1530

Claudia and Mads, just to clarify, whether it's $269/share (based on WebMD's $3.5 billion divided by StayHealthy's current 13 million shares pre-IPO), or $233/share ($3.5B divided by a post-IPO 15 million shares), these numbers obviously have nothing to do with STAY's current assets or even the value of expected contracts (or anything else, for that matter <g>). Each of us can easily make up his or her own numbers. It's all a matter of what some other cash-rich and slightly nutty company is willing to pay for a foothold in what is now commonly described as one of the hottest areas of the Internet.