1)OnSale is second to none in customer service. That is based on being involved with vendors selling Onsale and their customer service department.
2) I just caught up on 5 days of discussion. To all out there, my latest info......
Something is going to happen at OnSale. While many of you "professionals" can track the "insider" officers trading, I can also tell you that the minimum wage employee stockholders are also not selling. Most of them own shares at below $16.00 and are fully vested.
My bet, based on Yahoo's Geocities announcement, si there is a real chance Yahoo will go for OnSale. They have a developed fixed price marketplace of shopping areas, but the only auction in Yahoo Auction which is run by OnSale.
Can the cultures work together, absolutely.
Jerry Kaplan is one of the smartest entrepreneur, financiers of Silicon Valley, and he has a plan.
Also, OnSale is aggressively expanding categories and searching for volume among their suppliers. That's optimistic, not pessimistic.
Interesting the "short" positions.
I also hope that we will be surprised by the "earnings" report. Even if volume wasn't up to expectations, their overhead was held down during the last six months.
That could be the catalyst.
See you all on Friday. |
