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Pastimes : Ask Mohan about the Market

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To: Cynic 2005 who wrote (11607)	12/15/1997 4:56:00 PM
From: Cynic 2005	Read Replies (2) of 18056

Who likes the speculative junk stocks? See some faces of the money managers who do: pathfinder.com <<Meeker: E*Trade has $8 billion in customer assets. Amazon has more than a million customers; they basically had zero customers two years ago. We haven't seen that kind of growth for any business that I can remember. Look at Amazon. The market for books is $85 billion a year. Less than 1% of it is online. If 10% of the book market goes online, the leader could easily have a 30% to 70% share of that business. Now look at search engines. It's a battle between Yahoo, Microsoft, AOL, and Excite. That's a real business. How can you replicate a Yahoo? It would cost at least a billion dollars to replicate this company. They still have a 40% share of Web usage--and Web usage has grown dramatically. Doerr: I happen to think that Excite is really undervalued relative to Yahoo. It's got about one-sixth the value, and I think it's only a couple of quarters away from profitability. There's not going to be just one dashboard on the Internet. >> Their logic is not much different from the novice investors/traders we see on SI. -Mohan

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