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Strategies & Market Trends : Temp. Home of Cooperative Group-Trading

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To: Tom Hua who wrote (685)	5/30/2000 9:15:00 PM
From: Bo Le	Read Replies (2) of 790

Tom, I brought quite a few STMP shares last Friday and Today. STMP was my best short play and made me good money. Why go long now? Because STMP has about $8 per share in cash but it is selling around $9. Still there are many people believe the $50 billion postage market is huge and STMP can have a 10% market share in future (yes, $5 billion revenue per year). Given the fact that its major competitor ESTM is about to go out of business (run out of money), STMP's position improved greatly recently. In my view, STMP is neither a B2C company (as many people think) nor a B2B company (as its management try make people to think a few month ago). Instead, I view STMP as a future utility company. It provides a commodity based on monthly fee. I would like to see some analysts to call STMP a e-utility company in near future. If I have to bet AMZN and STMP which will go under, I would bet AMZN, not STMP. The difference here is AMZN don't selling thing people have to buy on a regular base, but STMP does. My target for STMP is opened. You never know how analysts will hype STMP. They did before and they will do it again. Just my two cents. Bo

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