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Technology Stocks : Open Market (OMKT)

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To: TLindt who wrote (1086)2/5/1999 11:50:00 PM
From: steve poon  Read Replies (2) of 2004
 
this was posted on the yahoo board makes for some very interesting
asumptions and maybe the bigger picture omkt is going for. I would
like to see what you make of these comments.

thanks
steve

The OMKT/LCOS deal is HUGE--some took my venting comments(disgruntled
employee) too far and entirely misinterpreted my post.

As I listened to the Conference Call and as I have read certain follow ups, it has
become clear that Open Market managment wants everyone to get excited but is
hesitant to spell out the deal in English. So, I probably shouldn't either.

Gary seemed to say--when asked pointedly about rollout--that they weren't quite
ready to execute. Perhaps they are protecting the reality from competitive curiosity.
Though, I don't think there is any one else to compete in the near term.

Maybe it is Lycos who needs the delay (perhaps to add certain necessary
functionality?) and the competitive secrecy. Perhaps Lycos wants the functional
thunder on the Street--they could use it of late.

Here are a few more hints:

<hint> If you can link one Transact to another off-server Transact and if the
ShopSite product can link to an off-server Transact, are you passing HTML or
data?

<hint2> How does the above possibly relate to a search engine?!!!!!!!

<hint3> If you are a buyer on the web, how do you find meaningful, current and
specific product information at a search engine portal, in the sea of HTML
pages--most of which are months old?

<hint4> If you are a search engine--what is your primary revenue source? Would
you be willing to share a portion of that for a quantum improvement in the same?
Or for an additional revenue stream from commerce transactions?

<hint5> Could 'Commerce Tone' include the customers' universal access to all
merchants/products from one entry point?

<hint6> Which is easier to do? bring the buyer to the merchants or the merchants
to the buyer?

<hint7> If you are going to buy commerce software in the future and are
deliberating between two similar products with similar price points and similar
transactional capabilities, would having access to millions of buyers delivered to
your www front door be meaningful enough to choose the OMKT product?

Getting the picture?!!!! OMKT and LCOS are the first on the block with a truly
end-to-end commerce offering--not from the web to the ERP, but from the
customer to the ERP! Indeed, Gary! "Bringing the buyer community together with
the merchants".

GM



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