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Microcap & Penny Stocks : bgix (biologix international ) -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (438)	5/24/1999 5:52:00 PM
From: Stepper	Respond to of 498

Can anyone on this board post today's trading log. Thanks in advance.

To: $Mogul who wrote (438)	5/25/1999 1:24:00 AM
From: Eric Fader	Read Replies (1) \| Respond to of 498

OK, guys, I've been aware of this company since the 20-cent days, and I just read many of the posts here and their recent releases, and there are still a few fairly major things missing. Can anyone answer these questions? 1. Isn't The Health Channel already a subsidiary or division of Biologix? If so, how will spinning it off as a supposed IPO create new value? Shouldn't THC's value already be reflected in the current price of BGIX? 2. Does anyone know the state-by-state legal and regulatory hurdles involved in establishing an online pharmacy? Why do you think this company can beat out CVS and all the other established bricks-and-mortar pharmacies, most or all of which will soon have a presence on the web and several of which have well-stocked coffers and tremendous clout? 3. Does anyone realize that THC, Healtheon/WebMD, OnHealth Network, Dr. Koop, Mediconsult, MDConsult, America's Doctor and the Mayo Clinic are not even the only entities providing one-way health information on the Internet? There were, at last count, over 15,000 web sites providing health and wellness information on the Net, with more appearing daily. Several other companies in this area intend to go public before the end of 1999. Does anyone seriously believe that the advertising revenue model will work for any of these companies, and that they won't all split a small revenue pie into a zillion pieces and kill one another off? What will make any of these sites sticky? What does any of these companies have that most or all of the others don't? IMO, this is a mass delusion that has already peaked. Healtheon is buying WebMD because it thinks it can achieve a certain critical mass and become a household name, like Amazon, even though HLTH's revenue model is as fundamentally flawed as Amazon's is. HLTH, at least, theoretically has a product to sell: physician billing and practice management services. But does anyone have any idea why the PPM company craze of a couple of years ago ended in a wave of bankruptcies? Check the charts of former high-fliers FPAM, CMI and Phymatrix, to name a few. Hint: it has to do with the behavior of physicians. Adding the Internet to the picture only compounds the problem, raising technological and confidentiality issues. The assumptions being made by HLTH simply don't hold water, and most alert health-care analysts already recognize that this mania will end badly. And consumers have already demonstrated, without a doubt, that they are unwilling to pay for information that is available free elsewhere. SO HOW WILL BGIX OR ANY OF THE OTHERS NAMED ABOVE MAKE MONEY? Show me the revenues! Just some food for thought. I am neither long or short BGIX, HLTH, or any of the others mentioned - simply mystified. -Eric