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Technology Stocks : Internet Analysis - Discussion

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To: Joe E. who wrote (38)	2/2/1999 12:26:00 PM
From: Steve Robinett	Read Replies (3) of 419

Joe E., You comment, ...it occurs to me that the model must be calibrated against the values of non-internet stocks. Which in itself may cause problems. For example, the other day, OnSale announced that they will sell computers on line at cost. They obviously buy a lot of computers and can get good prices, but this seems to me more than just loss leader to get people into the e-store. What's next, cars at cost? Everything? Selling everything at cost because you've got enormous bargaining power suggests you might wind up with enormous revenues and tiny margins. Though AMZN doesn't sell at cost, it has something of that problem--do they ever flow cash? Best, ---Steve

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