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Technology Stocks : TheStreet.com, Inc. (TSCM)
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To: mr.mark who wrote (394)7/28/1999 9:51:00 AM
From: slacker711  Read Replies (2) of 1822
 

Hmmm....I'm not really sure what to do with this stock anymore. I had figured I would probably sell after the earnings report but they do have a pretty compelling story. It looks like they are increasing their advertising base (number of advertisers climbed from something like 40 to 80) even while they charge a pretty hefty premium per CPM. They also seem to be expanding their reach through the alliance with the New York Times.

Personally, I like companies which are aiming big. I dont normally invest in niches (got the shares at the IPO), but it seems like the company might have a chance of becoming the on-line equivalent of the Wall Street Journal. Of course the valuation they have already assumes that they will be pretty successful....

Any comments or thoughts out there?

Slacker
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