Beyond.com (BYND) the NEW software.net.... Message Board

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Technology Stocks : Beyond.com (BYND) the NEW software.net....

BYND 1.385

+16.4%

Nov 7 9:30 AM EST

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To: Jon Tara who wrote (122)	1/31/1999 10:30:00 PM
From: Larry Brubaker	Read Replies (1) of 422

John, you make a reasonable argument. Certainly the competition is getting tougher and that has been reflected in smaller gross margins for PROG. In spite of this, they managed to increase sales by 30% last year and still earn a healthy profit; 4th quarter profit per share was a record. I might also point out that the just the 30% increase in sales for PROG far exceeds BYND's total sales. PROG continues to grow in spite of the competition. Some questions for you. How long do you think it will be before BYND hits $235 million of sales in a year? Will it be profitable at that point? Does it make sense that BYND, which lost $31 million on $39 million of sales has 10X the market cap. of PROG, which made $3 million on $235 million of sales? Simply because its primary distribution channel is different than PROGs? It almost seems to me that pure internet companies are valued on how much money they lose, rather than how much they make <VBG>.

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