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.

Microcap & Penny Stocks : BANY: Core business growth, exciting affiliations! -- Ignore unavailable to you. Want to Upgrade?

To: David L. Wasylenko who wrote (5171)	7/4/1999 12:32:00 PM
From: brad greene	Read Replies (2) \| Respond to of 5847

David, Don't know about all of that stuff.....but I do think the environment looks very good...The moons lining up...and so on. Lots of talk of smaller ISPs creating "Virtual Communities".....Much smaller....more directed to demographic groups like old people, young people.....and so on. Smaller is better?......Lots of chances for smaller players to sneak in....link up with shopping services within these communities. Also....besides the fact that the internet universe seems to be strong again...which is good......you may see $ moving from the 500x sales monsters.......to niche players whose 20x sales valuations and similar growth rates look much more attractive. I guess I'm thinking of a shift of internet attention. All of this delay stuff may have played very well into ANYI's favor....as there may be a shift taking place towards small cap internets. I hope there will be some discussion about this on the conference call.......along with some sales guidance. ANYI will be valued as a multiple of sales....I would think. (don't have a clue about the first day Huli-Huli).....but 20x sales of $6 million on a 3 million share issue, would value ANYI at about $40.00. Cool. bg