Creative Computers(MALL) Message Board

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Technology Stocks : Creative Computers(MALL)

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To: Jonathan S. Feingold who wrote (1193)	12/8/1998 9:45:00 PM
From: Clarksterh	Read Replies (1) of 1634

Jon - Should I hold onto the 100 shares of MALL knowing that I will receive 0.70 shares of UBID of each share of MALL that I own in six months. The only comment I can make is that at this price MALL is one of the best priced internet plays anywhere when you compare market cap, gross margin, and revenue growth rate. Look at COOL or TGLO. Even by more ordinary (i.e. non-internet standards) it is a reasonable deal even if UBID's quarterly sequential growth rate drops in half. But on the downside it is a volatile stock and if that disturbs you then probably best to sell. Also, at some point in the future the internet companies will drop out of favor big time. I suspect that won't happen in the next year, but I don't really know. I'm holding, for a while anyway, but it is only a small piece of my portfolio. All JMO. Clark PS Note that as Tom will point out there are some other internet plays buried in the likes of MZON, but, for that particular example, I don't like MZON because their site is really just an extension of their products. (Note that MALL has those as well, but did not sell them off). I think that this limits the growth somewhat.

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