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Technology Stocks : CyberCash a buy?

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To: jabbo who wrote (659)3/18/1998 7:15:00 AM
From: TLindt  Read Replies (1) of 3990
 
>>>If it is... yes, another Amazon.com, Yahoo or Excite in the works.

Now that's an interesting one, I was thinking about that last night myself.

Another Amazon.com....Nope....internet payments systems are going to be much bigger......Amazon.com is an e-tailer....and what will every e-tailer need? A way to move money....between me and you and them. Whereas there will be hundreds, thousand, tens of thousands of e-tailers....there will be only a handfull of e-payment systems in relation to e-tailers.

Another Yahoo or Excite.....funny that's the way it will break down...the leader will be fully valued......This valuation process will take place this year and next....similar to what has been going on in the Web Guides for the last 18 months....IMHO.

Which might mean...don't even try to figure these things out by EPS, but on market share in the flow of transactions.
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