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Technology Stocks : BLUEFLY.COM(BFLY)

BFLY 2.655

-1.5%

11:02 AM EST

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To: JustMy2Cents who wrote (450)	10/12/1999 10:56:00 PM
From: Joe Casey	of 487

I'm po'd that almost every other Internet stock trades at a higher valuation than Bluefly. If Bluefly is the category leader for designer clothing online, than this is ridiculous. Not sure when the street will give it some credibility but my suspicion is after the company does a $5 million quarter and starts blanketing the country with tv, radio and billboard ads (something I'm looking forward to). Taking a look at some of the other fluff out there gives one a good idea of what is undervalued: imall.com (IMAL) - 372 million Quepasa.com (PASA) - 122 million MusicMaker.com (HITS) - 320 million Bamboo.com (BAMB) - 380 million Stamps.com (STMP) - 1.2 billion USsearch.com (SRCH) - 187 million Peapod (PPOD) - 180 million MP3.com (MPPP) - 3.2 billion emusic.com (EMUS) - 535 million studentadvantage.com (STAD) - 460 million Drugstore.com (DSCM) - 1.7 billion eToys.com (ETYS) - 9.3 billion theglobe.com (TGLO) - 388 million talkcity.com (TCTY) - 234 million hotjobs.com (HOTJ) - 710 million and the list goes on... I know that imall.com was purchased by ATHM, but what really gets my goat is that they have less revenue than BFLY!! The only I-companies I found with similar market caps to Bluefly were BGST, FASH and SALN. What IS a reasonable market cap for a company expected to do $300 million in sales by 2004? How many of the above companies are expected to do that much in sales?

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