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Technology Stocks : eToys Inc. (ETYS)
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To: Jay Fisk who wrote (1104)5/3/2000 8:01:00 PM
From: David R  Read Replies (1) of 1330
 
The marketing cost per customer are gross. The real question is what will etys ever have to do to make money. With recent results from amazon, it is clear that the virtual store is not quite living up to its expectations. The margins are razor thin, and the marketing costs are huge. There is tremendous value to having a toy store within a few miles of the house. Inevitably, that is the first place most think of when they need a toy. Not to mention that the cost of the toys are near equal, there is no return hassle, and you get the toy instantly. The bottom line is most toy shoppers prefer a local toy store. Toys R US can afford to have a money losing online store as a loss leader to their retail (i.e. Click and Mortar). etys can not afford to lose money, and they have not proven that they can make any.

I do not belive that $8 represents a fair price. I think that etys is still overvalued. $3-$4 would be fair.
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