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Technology Stocks : Technovision TVS - Undervalued Internet Service Provider -- Ignore unavailable to you. Want to Upgrade?

To: Roger Moore who wrote (53)	6/5/1999 6:04:00 PM
From: scouser	Read Replies (1) \| Respond to of 108

Roger , checked out the interview, it was excellent. Refarding the CAble modems, they are garbage compared to the DSL that Uniserve will be selling. Cable modems are load dependant per city block- as the kids come home from school - the THROUGHPUT drops dramatically. I have DSL here ( next town to aldergrove ) and did a realtime 1 for 1 test with cable and although our ACCESS speed was the same my DSL ( same as TVS is getting) was TEN times faster at down loading the same large file. Also VERY important cable modems are very easily adjusted to pick out your neighbours mail. A friend of mine can see his neighbours hard drive - so cable users beware. scouser

To: Roger Moore who wrote (53)	6/6/1999 11:30:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 108

I share your enthusiasm for TVS. The following analysis shows that it is significantly undervalued relative to the national U.S. ISPs. TVS' price performance is perplexing given that it is growing and profitable. I realize that the Canadian Internet issues have not received much attention. I had initially thought that TVS might make a good acquisition for a U.S. ISP, but it is my understanding that there are some regulatory limits related to non Canadian ownership interests. Any thoughts? Internal Qtr to Qtr Percentage Valuation per Market cap/ Subscriber Decline Subscriber Sales Growth From High TVS.V 405 2.50 N/A 32.35% BIZZ 3,144 10.15 N/A 58.95% ELNK 1,628 7.25 11.55% 40.63% FLAS 1,465 9.76 10.49% 60.92% GEEK 1,466 6.86 14.58% 72.44% MSPG 2,105 11.62 9.81% 40.37% ONEM (1) 1,042 5.29 11.77% 58.56% PRGY (2) 2,706 14.20 16.04% 48.64% (1) Adjusted for the acquisition of "The Grid." (2) Excludes Prodigy Classic subscribers. The above analysis is based on June 4, 1999 closing prices.