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To: Eric Fader who wrote (1353)	7/29/1999 8:14:00 PM
From: equalizzer	Read Replies (1) \| Respond to of 1530

Your points are well taken and received. factually it would be foolish to believe that the Internet is going to do away with traditional business models. As a value added the net is valuable. As a business in and of itself unless you are an isp or search engine the outlook may prove to be bleak! Therefore management had better get creative and look at bottom line enhancements. Valuations based on the top of the line projections will eventually be exposed for what they are. Projections in the stratosphere. Nope it does not work!!!!

To: Eric Fader who wrote (1353)	7/30/1999 8:13:00 AM
From: WallStBum	Respond to of 1530

ultimate success will require that significant revenues eventually be derived And what strikes me about KOOP and many other inet sites including those non-health related, is the total lack of an investment return translation. Call it earnings if you will, but I really mean how will a serious investor get a return. Even IF they go out and "get" some revenues, will they have any after-tax earnings to speak of at the end of the day. And how will that translate to enhance shareholder value. Peter Lynch says the number one good thing a public company can do for its shareholders is buyback stock. I suppose that can be true for a mature, established company, lest they start diworsifying. But with so many of these outfits, I fail to see how they can even get their retained earnings portion of stockholders' equity up to snuff. Their cash reserves and line-of-credit will last only so long. And then you're 100% right, Eric, there will be blood in the streets - ooppps there already is - I just read the morning paper. dax