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Technology Stocks : Internet Analysis - Discussion
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To: MaryinRed who wrote (120)2/4/1999 12:42:00 PM
From: Chuzzlewit  Read Replies (1) of 419
 
Mary, I don't mean to rain on your parade, but that is the most peculiar analysis I've ever seen. A company does not "own" its viewers.

If this report is indicative of the way that internet portals are being evaluated, then maybe the best comparison is to companies like NYT and other advertising media outlets. What is the "value" of a reader of a magazine like Playboy or a newspaper like the NY Times? Is it even fair to talk in these terms?

I think not. Maybe I'm an old fuddy-duddy (well, not so old, actually) but I still believe that the key to valuation is cash flow. I see lots of negative cash flow in companies like AMZN, and I see positive and growing cash flow in companies like AOL. But clearly, the revenue stream from advertising and services must grow much faster than the the revenue stream from subscriptions in order for this business to justify its valuations.

TTFN,
CTC
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