Technology Stocks | Women.com Networks,Inc - (Nasdaq - WOMN)


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To: Jack Hartmann who wrote (39)10/20/1999 7:35:00 AM
From: 2MAR$   of 57
 
Hey jack, real women respect a man who Knows what he wants!

**but will they respect us in the morning!

:-)

2MAR$

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To: Jack Hartmann who wrote (39)10/21/1999 1:48:00 PM
From: zurdo   of 57
 
Jack, you'll probably get all but your third wish...

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To: Mohan Marette who wrote ()10/28/1999 8:22:00 PM
From: vinniemak   of 57
 
Women.com.....going to 50 bucks in a month !!

I am NOT hyping. Just look at the scenario:

1. IVIL had a 52 wk high price of $ 130.00. Granted they are a little bigger than WOMN....but $ 130 bucks is WAY out of line. So I say....$ 50 bucks for WOMN in say a month.

2. Look at the STRONG trio of underwriters for this IPO. This IPO's lead underwriter is Morgan Stanley....they are gods of underwriting IPO's. The second underwriters are Alex Brown & Salomon Smith Barney .... nothing to sneeze at. My saying is that if WOMN was a "sucky" company...then Morgan Stanley would have declined to taken on WOMN as an IPO....that's straight forward. I don't think Morgan Stanley needs business that badly that they will take on a lousy company. That's the reason there are underwriters such as Volpe Brown, Adam Harkness, Bear Stearns, Prudential etc etc who do nothing but bring "sucky" companies out into the market and then say "well, the market is not good for IPO's" when the IPO tanks 50% or more in the first week. Sorry no offense to VB, AH, BS, Prudential etc etc.....but if you'd only look at your track record.

Underwriters like Morgan Stanley, Goldman Sachs (not all the time), HQ take pride in their IPO's and will not take on lousy companies.

So, I say....this $ 16 price is a STEAL for WOMN. Buy and hold for a month and I doubt if anyone will be greatly disappointed. I don't think we'll see a Morgan Stanley IPO at $ 16 bucks in the next 10 years on the open market 2 ~ 3 weeks after it's issue date.

Please, however, do your own research before investing. These opinions are strictly mine and I don't work for Morgan Stanley (I don't have those "HIGH" qualifications that they require....not even close) or any brokerage firm.

Sincerely,


V.M
=====

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To: vinniemak who wrote (42)10/31/1999 9:40:00 PM
From: $Mogul   of 57
 
Vinnie...it is all about comparitive valuation here. MSDW does add attractivenes...but all other is fluff. I picked up some WOMN on the dip to $12 and napped it at $13 but these types of plays are volitile....iVilliage was the first Woman site when it went to that grossly overvalued 52wk high...one it May NEVER see again.

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To: $Mogul who wrote (43)11/21/1999 12:09:00 AM
From: Jack Hartmann   of 57
 
Hmmmm. Quiet again. Some SEC stuff and other info.
Sep99 Cash $40M; Dec98 $12M

Revs: Sep 99 - $6.4M, 9Mon $14.9M; Sep98 - $1.9M
This is much better than I was figuring (4.2M)

Net Loss: Sep99 (17M), 9Mo (47M); Sep98 (3,789)
Not good here.

EPS LOSS: Sep99 (0.56), 9Mon (2.23): Sep98 (2.65)
Well, this is good.

"Women.com completed an initial public offering of its common stock on October
20, 1999 and concurrently sold shares of its common stock in private placements
to The Hearst Corporation and The Walt Disney Company."
Missed the Disney issue.

"Women.com intends to continue to make
significant financial investments in its business, including product, technology
and infrastructure development and personnel. As a result, Women.com believes it
will incur significant operating losses and negative cash flows from operations
for at least the next several years."
Just like AMNZ.

"Substantially all of Women.com's revenues to date have been generated from
advertising and sponsorships. Advertising and sponsorship revenues represented
79% and 77% of total revenues for the three and nine months ended September 30,
1999, respectively. This compares to 73% and 70% of total revenues for the
comparable periods during the prior year."
But this is jumping up. Maybe they can be on of the few internet sites to make it on advertising.

This week will shed some light whether it break on the upside. siliconinvestor.com

I hope it stays at the $15-17 level so I cash out my Christmas stock positions and buy it before next quarters earnings.
Jack

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To: $Mogul who wrote (43)12/6/1999 5:14:00 PM
From: HandsOn   of 57
 
Check out cut and paste from Dow Jones newswire at Yahoo board Today.

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To: HandsOn who wrote (45)1/20/2000 10:29:00 AM
From: Gutterball   of 57
 
Women.com Signs Up 2 Millionth Member

1999 Growth Rate of Over 300 Percent

SAN MATEO, Calif.--(BUSINESS WIRE)--Jan. 20, 2000--Women.com Networks, Inc. (Nasdaq:WOMN) women.com,  the premier online network for women, today announced that during 1999 membership ranks swelled by 340 percent. The company began the year with less than 500,000 members and signed up member 2,000,000 before January 1, 2000.

The company reported that a growth in membership fueled tremendous increase in subscriptions to its' 28 newsletters, representing each Women.com channel and associated magazine sites. In December 1999 alone, the company mailed 14 million electronic newsletters, 400 percent more than the two million mailed in January of that year.

''Membership growth occurs when a one-time visitor decides to form a long-term relationship with a Web site,'' said Anna Zornosa, senior vice president of marketing, Women.com. ''We are pleased that 1999 was a year when millions of women chose Women.com as a lasting part of their Web routine.''

In 1999, membership growth was strong throughout all Women.com properties. Redbook magazine online redbookmag.com,  which only began signing up members in June, ended the year with nearly 100,000 registrants. Prevention magazine online prevention.com,  launched on Women.com in 1998, had nearly 350,000 members by year-end.

The strong showing in membership has fueled two other important growth areas for the company. Repeat visits to the network have grown for each participating site, with some experiencing as much as 50 percent growth in repeats from November 1999, through the first half of January 2000. Page view growth is also up, with the first half of January indicating the month could be the largest in the company's history.

''Membership drives Women.com's efficient and consistent traffic growth, because a repeat visitor costs nothing to acquire,'' noted Zornosa. ''We will continue to focus on loyalty programs to attract more members, with benefits such as member discounts, unique tools and services, free email and sweepstakes.''

About Women.com Networks, Inc.

Women.com women.com  is a leading Internet network dedicated to women, featuring award-winning original programming, personalized services, community and online shopping. A comprehensive network for women, Women.com is comprised of more than 100,000 pages of content organized into 19 topical channels, including News & Politics; Fashion & Beauty; Horoscopes; Food; Sex & Romance; Health; Career & Money; Pregnancy; and Home. Women.com also offers extensive membership services and benefits, including personalized content, personal home pages, e-mail, and access to community forums and clubs. In addition, the company enjoys strategic relationships with The Hearst Corporation and Rodale, enabling Women.com to offer an online newsstand featuring content from 12 of the world's leading women's magazines, including Cosmopolitan, Good Housekeeping, Prevention and Redbook.

This announcement may contain forward-looking statements about our revenues, earnings, margins, and other future plans and objectives. These statements are subject to risks and uncertainties that could cause our actual results to vary materially from the results and objectives discussed in the forward looking statements. Among the factors that could cause actual results to differ are: increased competition from other web sites offering similar content, unexpected problems with our computer infrastructure that affect the delivery of our content, effectiveness of our marketing and advertising programs, market acceptance of our content and services, and other factors that may influence future business and financial results, including those set forth in the Women.com Networks Form S-1 registration statement filed with the Securities and Exchange Commission on May 13, 1999, as amended to date and the company's report on Form 10-Q, for the period ended September 30, 1999 . All forward-looking statements are based on the information available to Women.com Networks on the date hereof, and Women.com Networks assumes no obligation to update such statements.


--------------------------------------------------------------------------------
Contact:

Women.com Networks, Inc.
Becca Perata-Rosati (PR), 650/378-4952 or 415/370-8916
mailto:bperata@women.com
or
Anna Yen (IR), 650/378-4921
mailto:ayen@women.com

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To: Gutterball who wrote (46)2/12/2000 10:09:00 PM
From: Jack Hartmann   of 57
 
At $12.825. Women.com Heats Up the Web; Women.com's Sex & Romance Content Attracts Women Online in Record Numbers
Business Wire - February 11, 2000 19:01
NEW YORK and SAN MATEO, Calif.--(BUSINESS WIRE)--Feb. 11, 2000-- When women's thoughts turn to romance, sex and relationships, they increasingly turn to the Web as a prime source of advice, tips and fantasy.

As they do, Women.com Networks (Nasdaq:WOMN) (www.women.com) has become a prime beneficiary, as its blend of original and branded content makes it the Web's premier destination for women.

Women.com combines unique original programming with strong exclusive partnerships to provide superlative content in sex, relationships and romance. This strong content drives the company's traffic and creates tremendous efficiencies for Women.com's marketing strategy.

Web-Enhanced Love

In just 48 hours, over 3,000 Women.com visitors responded to questions pertaining to Love on the Web --


-- One hundred percent said they email their loved interest once a
day.
-- Fifty percent said that the Web gets as much or MORE of their
time as their loved one.
-- Sixty-seven percent said they received an intimate love letter
via the Web.
-- Nearly half said that they plan dates online.
-- Almost 40 percent said that they went on a date with someone they
met online.
-- Twenty-three percent said they have used an online dating
service.
-- Twenty-three percent said they purchased their lover a gift on
the Web.
-- Eight percent said that they met their husband via the Web.

For the woman looking for depth of information about relationships and sex, the Women.com network provides superior content from two of its most popular magazine sites, Cosmopolitan and Redbook. For women in search of romance, Women.com will soon launch eHarlequin.com, the Web site for the powerful Harlequin brand of romance novels.
All three sites complement the variety of original content produced by Women.com's Sex & Romance channel editorial team.

"New women are rapidly coming to the Web, and are looking for rich information that spans their interests. Women.com is their source, whether they are thinking about the boardroom or the bedroom," said Ellen Pack, senior vice president and founder, Women.com.

Women.com's leadership is driving its increase in traffic. For example, since the launch of its Sex & Romance channel in September 1999, the channel has generated nearly 30 million page views and has attracted 3.9 million visitors. In addition, traffic to Women.com's Cosmopolitan magazine site has witnessed a 116 percent increase in page views since its re-launch in September 1999.

In addition to rewarding Women.com with great traffic growth, the company's strong sex and relationships franchise is a key element in its aggressive content syndication strategy. Content from Women.com feeds into AOL's "Love at AOL," and is a cornerstone of the company's newly announced exclusive partnership with Alta Vista. Women.com's content is also part of programming created for MSN's Women Central.

"Women.com's breadth of content is key to our success in serving women," said Pack. "We view sex and relationships as a key component of this coverage and are pleased to have the Web's strongest romance franchise."

About Women.com Networks, Inc.

Women.com (www.women.com) is a leading Internet network dedicated to women, featuring award-winning original programming, personalized services, community and online shopping. A comprehensive network for women, Women.com is comprised of more than 100,000 pages of programming organized into 19 topical channels, including Fashion & Beauty; Horoscopes; Food; Sex & Romance; Health; Career & Money; Pregnancy; and Home.

Women.com also offers extensive membership services and benefits, including personalized content, personal home pages, e-mail, and access to community forums and clubs.

In addition, the company enjoys strategic relationships with The Hearst Corp. and Rodale, enabling Women.com to offer an online newsstand featuring content from 12 of the world's leading women's magazines, including Cosmopolitan, Good Housekeeping, Prevention and Redbook.


CONTACT: Women.com Networks, Inc.
Annika Jensen, 650/378-4908 or 415/613-9762 (cell) (PR)
ajensen@women.com
Anna Yen, 650/378-4921 (IR)
ayen@women.com

News is good, chart still bearish but only slightly so. About two weeks from now the merging of the 10/50/200 day EMA could occur. $11 seems to be a good bottom buy price. Analyst not profitability for 2000 or 2001. They may be wrong on this if revenue jumps keep on increasing.
Jack

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To: Jack Hartmann who wrote (47)4/3/2000 2:15:00 PM
From: Jack Hartmann   of 57
 


Story Stocks©



[ About This Page | Printable Version | Story Stocks Archive | Yesterday's Story Stocks ]



Updated: 03-Apr-00

Quotes at time of story, top stories today: (Paper Tycoons 13:59) (SCH 12:37) (LE 11:33) (The
Going Concern Era : 10:33) (LGTO 09:29) (MDT 08:56)



13:59 ET ******

Paper Tycoons : The most quoted statistic in the Silicon Valley these days is that approximately
sixty-three millionaires are minted in the Bay Area every 24 hours. The record number of initial public
offerings coming to market, coupled with the frenzied bidding for high-end real estate, would certainly
seem to confirm the feeling of a modern day Gold Rush. But what the masses don't seem to
comprehend is that the majority of those millions held by IPO insiders exist only on paper, and much of
that paper is illiquid. Many an insider continues to be locked into their position long after the IPO, due
to an inability to sell their shares without decimating the stock price. Not every company is a Yahoo! in
that it trades millions of shares per session and is able to absorb block trades of large positions. Volume
in the majority of IPOs dries to a trickle by the time the lock-up handcuffs come off company insiders...
For an example, let's look at the shares of Women.com Networks (WOMN 7 1/2 -34). Turnover in
this stock has been dwindling by the day over the 5 1/2 months since the company floated its shares to
the public. On Friday, the issue traded less than 77,000 shares as it fell to a new all-time low. If you've
ever tried getting out of stock that trades less than 100,000 shares per day, you know it is hard to do
without being noticed. When you're dealing with even a small amount of size (say 10,000 shares), it's
extremely difficult to execute an order without having a major impact on the stock price. Ten thousand
shares at Women.com's current price is just $75,000 worth of stock. According to Market Guide data,
the company has 45.7 million shares outstanding, with 92% of the company's shares held by insiders.
On paper, the number of millionaires at Women.com probably runs into the dozens. But in reality, an
attempt to liquefy the more than 180,000 shares it would take to produce a real-world Women.com
millionaire would be quite difficult and would likely set-off a selling frenzy in the stock (this scenario
assumes that options were purchased at $2 per share). We're sure that you will shed no tears for the
illiquid millionaires of Silicon Valley. However, perhaps worthy of empathy are the employees of
Internet companies who have taken pay cuts to work 70 hours a week for a company that has already
gone public, only to see their stock options fall under water. Given the number of Internet stocks that
are making new lows and have tumbled below their IPO prices, perhaps as many Silicon Valley
workers falling in the red on their holding as are being minted millionaires on a daily basis. - DS

Market so ugly it needs two bags over its head.
Jack

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To: Jack Hartmann who wrote (48)5/13/2000 4:12:00 PM
From: Jack Hartmann   of 57
 
Was reading Mary Meeker's report on WOMN from 5/10/00
Some of her thought
- profitability in 2002
- Hearst may buy 1M shares
- dependent on web based advertising
************
Have to watch some more. Not liking web based advertising.
Jack

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