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Technology Stocks : EarthLink Network ELNK Wraps Your Fish
ELNK 5.6300.0%Mar 8 4:00 PM EST

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To: Q. who wrote (66)5/12/1997 8:14:00 AM
From: Dr. J   of 220
 
I am also a big believer in P/S analysis, especially for a company that isn't making any money :)
However, margings are what make the difference between a company like ORCL trading at PS=6, and ELNK at 2.3 . And margins in the ISP business are going to be absolutely razor thin. I used to believe that AT&T and RBOCs were going to take over the ISP business, but now I am not sure - they are just incompetent (in my limited experience).

I still don't see where the value add is going to come fromfor ELNK, but my friends in San Gabriel love the service, so I am going to take a look at 10Q's for ELNK; what other public ISPs do you think are relevant comparisons?
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