Forget Billion Dollar Capitalizations, its a Trillion Dollar Industry,
that's why I am in the E-Cars E-Commerce internet stocks like
ABTL and NVDC, I'll gladly take a piece of their share of that
Trillion Dollar Market
...No one has to buy books online, But they do at Barnes and Nobel BNBN and AMZN and BGP(I own them too, a lot of BNBN because they also have the brick and mortar for returns)
...But everyone has to have a car...to go to work...to the store
...when the economy or market drops
(for example 30 year treasury yield at 6%)
...People will still need to locate and buy cars cheap
= E-Cars E-Commerce are still a buy all the way through September
Just compare EVA or Revenues of ABTL NVDC with say AMZN or AOL
.....no question the other internets are overvalued, while other bell weather and blue chips and cyclicals are "DEAD MONEY".
Then compare what services are on each E-Cars site, and who owns for example CarWizard.com versus paying Kelly blue book KB.com, this stuff is patented, even the manufactures and lenders use these services and pay NVDC or ABTL for that. Each wannabe local car dealer can not just throw out a webpage to be "competition", they need these add ons.
"One Stop Shopping"....thats the key and only a few will survive the current shake out, ABTL and NVDC will, I am not sure about AWEB,
or Dell's CArDIrect, and carpoint will need to be "Carried" by Gates on the long road ahead unless they buy one of the key players out, with the patented technology and informational databases. Thats a WIN.
I am,
Truly yours,
-Crystal ball
P.S. If you mean E-cars.com its a french site, at least its not a Yugo
|
