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Technology Stocks : BeFree, Linkshare, and cj.com -- Ignore unavailable to you. Want to Upgrade?

To: Leeza Rodriguez who wrote (9)	10/10/1999 9:58:00 AM
From: Joseph Waligore	Read Replies (1) \| Respond to of 13

Leeza, here are the quarterly revenues from their S1 filing: 992Q: 863 thousand in revenue, 991Q 533 thousand, 984Q: 386 thousand, 983Q: 313 thousand, 982Q: 383 thousand, 981Q: 237 thousand. Their revenue in 99 is good, but not spectacular for a net company, but their 98 revenue was not so good for a net company which lost 6 million in 992Qs. They spent 2.7 million for sales and marketing in 992Q, and 1.7 million for same in 991Q. Barnes and noble was 40% of revenue this year. It is good Dell has investment, and they do have good companies listed on their web page that they sell for, but it seems like a big gamble to me. thanks for sharing linkshare's numbers soon.

To: Leeza Rodriguez who wrote (9)	11/8/1999 9:57:00 PM
From: Herc	Respond to of 13

I started a BFRE Thread. Am I correct that BFRE is the first "affiliates network" company to go public. Linkshare is majority owned by ICGE? And what about cj.com? Any plans for IPO's of these companies? This business model has the incentives to grow explosively. Imagine, one's personal website could conceivably be an "affiliate". And certainly websites for non profit clubs and organizations. If one extrapolates the ICGE's price/sales to BFRE then BFRE would be valued @ $636. Doesn't the first internet company to go public in a particular niche often end up dominant?