e-Commerce the Next 100 Months...... Message Board

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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: cm who wrote (321)	4/2/1998 12:15:00 PM
From: cm	Read Replies (1) of 2882

Seems To Be Another Stong E-Commerce Day... One of the interesting off-shoots of e-commerce is revenue-sharing arrangements whereby a company like SEEK or XCIT gets a piece of transactions. (I won't repeat my oft-cited XCIT statistic at this point about the remarkable potential of such arrangements.) The thing about revenue-sharing arrangements is that they introduce a true wild-card into analysts' calculus of earnings. In fact, I'm thinking that XCIT's earnings, in particular, will contain some upside surprises in the very near future. Today, Microsoft Expedia, their online travel source, announced revenue-sharing amounting to $1 million so far, which though not mind-blowing is fairly significant. Here's the link... biz.yahoo.com BTW, some tangential e-commerce plays like WAVO are also running it seems. Best Regards, c m

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