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Non-Tech : E*Trade (NYSE:ET) -- Ignore unavailable to you. Want to Upgrade?

To: logger who wrote (8968)	10/19/1999 8:23:00 AM
From: ecommerceman	Read Replies (1) \| Respond to of 13953

Interesting article, I agree, but I think he overstates the negative case, particularly as it affects ETrade. First, the poll that he cites in the artice about brand awareness (you have to click on a URL to see the full article) is not only counter-intuitive, it's counter to another poll that ETrade did that showed them with roughly double the brand awareness that Schwab has and roughly 4 times the brand awareness of AMTD. I work in politics and know that polls can be manipulated, but I DON'T believe that 2000 internet users couldn't name a single OLB! Secondly, ETrade's new customer acquisition costs are either going lower or at least staying the same, depending on how you judge the figures. I agree that OLBs whose new customer acquisition costs are rising sharply may well be in serious trouble, but that isn't true for ETrade (which is the only OLB I care about...). We probably will see some OLB consolidation, I don't deny that, but the chances of ETrade getting bought out are nil, in my view, despite many rumors to the contrary (unless ETrade gets in serious trouble, anyway, which we're not). Cotsakos "reason for being," I believe, is to direct E*Trade into the 21st century as the most kick-ass OLB in existence. Like Spytrader, I'm a true believer, and I plan to hold this stock for many, many years in the future...

To: logger who wrote (8968)	10/19/1999 11:27:00 AM
From: Spytrdr	Read Replies (3) \| Respond to of 13953

itïs just yet another guyïs opinion. and as usual, journalists are always wrong. this "war of articles" is funny. hey! iïm long! i have a dozen articles proving my case! here! iïll show you my article! WHAT THESE GUYS DONïT SEEM TO KNOW IS THAT ETRADE IS QUIETLY BUILDING THE WORLDïS FIRST GLOBAL CROSS-BORDER TRADING NETWORK, 24 x 7 x 365. ETRADE HAS SOFTBANK BEHIND ITS EVERY MOVE. 25% OF ALL NEW ONLINE ACCOUNTS BEING OPENED GO TO ETRADE. ETRADE CAN MAKE A GRAND ALLIANCE WITH YAHOO AND ITS MILLIONS AND MILLIONS OF USERS WHENEVER IT WANTS, HOWïS THAT FOR ACCOUNT ACQUISITION GROWTH? ETC. ETC. iïll let the others chase Phone.com and Gadzooks and EToys (worth north of 8 billions). as for me, i will keep accumulating EGRP while they are cheap.