Egghead Computer (EGGS) Message Board

STOCKTALK

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 : Egghead Computer (EGGS)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: stratolink who wrote (7749)	5/28/1999 5:48:00 AM
From: bc_mack	Read Replies (2) of 8307

Misery Loves Company . . . Stratolink, IMO, the stock performance of all the second tier e-commerce companies look about like EGGS's (or worse -- thank goodness I never jumped into ONSL recently when I was thinking about it). See the chart of EGGS, ONSL, UBID, BIDS, and VUSA attached here: techstocks.com I think the NUTZ may have reached a "show me" state, where companies are going to have to show that their business models work (and not just grow sales & market share). Orban may be ahead of this game; in the last quarter he cut back on marketing expenses and got the gross margins back up to 10% or so without falling into negative sequential growth from the tough-to-follow Christmas season. I hope to see this margin improvement continue, but at the same time I think the business growth must continue as well. It's a tough business, when so many companies are throwing money at consumers with every purchase -- but as you see from the above chart, the other e-commerce companies are going to have to wake up to the realities as well. bc_mack

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next