Gorilla Game Investing in the eWorld Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla Game Investing in the eWorld

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (1812)	11/28/2000 12:10:58 PM
From: Bruce Brown	of 1817

Do you think that the analytical tools this thread was developing can help predict a list of e-commerce survivors? There will be survivors. The balance sheets of a company like Yahoo! or AOL clearly show that. However, the market has finally decided how to value these 'older' two based on their balance sheets and income statements. A lot of the carnage in the models that did not or will not make it simply couldn't make their business model work. In addition, large firms like Wal-Mart, K-Mart, etc... have solid entries into the online model for a sales outlet. This, in my opinion, will crush most of the online sales types of models. Yahoo! is an interesting media online model that I think will survive as a pure Godzilla. AOL, of course, is now merging with TW. Keep in mind, that this is only the first wave of online models and there will be other waves that are stronger and have 'learned' from the first wave. It will be interesting to see if the survivors of the first wave continue to enjoy the network effects. I am saving my pennies for possible additional shares after the smoke has cleared over the next few quarters. BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next