Silicon Investor (SI) -- The First Internet Community

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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (65637)	6/30/1999 1:46:00 PM
From: Dr Smith	Respond to of 164684

When is Amazon going to buy ISP? One of my friends sent me the following: "ISP with bright prospects, Aim Smart (OTC:AIMS). This company offers free Internet access with e-mail through your local shopping mall. They have exclusive contracts with 350 of the largest malls in America, with plans for a total of 550 covering 90% of the US population. The most amazing thing about it is they are trading at 1/13 the valuation of Flashnet (FLAS) with more than 2 times as many subscribers (nearly half a million). And they've only brought 51 malls online so far. I expect 5 million by the time the rollout is complete. BTW, the cost of acquiring subscribers is miniscule, as AIMS gets them through existing mall customer loyalty programs already in place. But this is no ordinary free ISP. They get a steady stream of revenue from retailers of $30,000 per month per mall just to appear on the home page. Add banner and e-mail ads to that and you get a real winner. Plus AIMS gets a 7-10% cut of gross sales for any purchases through their service. And they offer delivery within a few hours. This is like AMZN only they have faster delivery and a return policy that's much simpler. And in the end, I believe customers would rather buy from a local merchant with whom they are familiar. Furthermore, the network they are building is really one large intranet with an Internet gateway. This means faster and more reliable access from one mall area to another, which can even support video conferencing. Imagine having your friends and family on their system. You'll be able to make long distance phone calls over this network without the delays that the Internet introduces. The company recently received $5M in venture capital setting the stage for further cash infusions. Also, one of the mall owners took a 7.5% stake in the company. They obviously believe in the concept. And they know malls will have to do something or risk losing out to the Internet. Consolidation in the industry is on the horizon. Flashnet (FLAS), Internet America (GEEK), Juno (JWEB), Mindspring (MSPG), Earthlink (ELNK), and Rocky Mountain (RMII) have all seen their shares surge in recent days. It's only a matter of time before AIMS is recognized for the value that it is and is bought out or run up. It's trading now for around $1."

To: Judy who wrote (65637)	6/30/1999 2:40:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

The first/second tier internets should come back strong whether it be 3 or 12 months, the market sentiment and dynamics will reverse to positive again. Thanks Judy for the analysis. Just found your "idea of the day" thread and will go there. My pending order to sell the 150 shares Yhoo @169 just executed. there was hardly any time to adjust it upward. It's just $1,500 for me and hope that you are getting $15K plus!!