SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Open Market (OMKT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dinesh who wrote (1089)2/4/1999 10:33:00 PM
From: Bradley W. Price  Read Replies (2) of 2004
 
To all: my spin is that fall today going into cc call is bullish. MM stepped it down to cover his short position from big runup. He didn't want to be holding big short position with pos news coming out.

I believe the lower revs are a negative, however not to bearish of signal. We are still seeing residual y2k spending is my guess, however, most of that should be behind us and companies will start focusing on www sales channel.

Prepackaged solns are where its at. Ability to integrate with enterprise sw also key.

Lycos is killer deal. Same with AOL, depending on what happens with netscape ecommerce package. My guess is that AOL will let sun have that business. I suspect AOL will be very attracted to storefront model that OMKT offers. This company has the right distribution model. BVSN has good product, but I am going to place my bet on distribution. I think room for both and IBM.

This stock is going to rock. Probably going to base while MM builds up inventory. Look at MYSW.

Look at BVSN PSR compared to OMKT.

Eventually, focus is going to move from etailers to e-enablers.

Good luck to all,

bp
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext