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Non-Tech : James Cramer
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To: James J. Cramer who wrote (172)1/21/1999 12:44:00 AM
From: cicak  Read Replies (2) of 766
 
Hi James - enjoyed your article today regarding "E-Commerce May Be the First Casualty". When you have a chance - take a look at the business model of TSIG. Companies like AMZN, CDNW etc. are still brick and mortar to a certain extent because they are burdened by excessive advertising and marketing costs.

I still believe the following - "The low cost producer will own the market." TSIG's business model is superior in my opinion to that of AMZN and CDNW. I anticipate TSIG posting positive earnings in the next quarter despite it's current ugly financial statement. Imagine that - a profitable internet company.

Anyways - keep your eye on TSIG.

Regards,

Phil

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