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 : iBeam Broadcasting Corporation - IBEM -- Ignore unavailable to you. Want to Upgrade?

To: Capitalizer who wrote (83)	7/26/2000 9:28:35 AM
From: Walter Morton	Respond to of 148

I understand economies of scale as well as fixed and variable costs. It is very possible that, at this early stage in the development of these companies that, much of the costs that you would normally think of as fixed would seem variable since the companies are still growing so rapidly. Look at AKAM for example. They have increased customers from 425 to 2,100 and they still have huge losses. The good new is that losses per customer have reduced for both companies. However, it could take another year before either of these companies achieve the economies of scale necessary to substantially reduce overall losses. Having said all of that, I did factor in quarterly reductions in losses for both companies. However, again, it is just quick guessing that did not include any market research, talks with management, nor a review of each company's business plan.

To: Capitalizer who wrote (83)	9/4/2000 2:03:56 PM
From: Walter Morton	Read Replies (1) \| Respond to of 148

I believe IBEM has the same capabilities to provide Return On Investment as this company:http://www.siliconinvestor.com/readmsg.aspx?msgid=14324966

To: Capitalizer who wrote (83)	9/10/2000 4:36:04 PM
From: Walter Morton	Respond to of 148

Another IBEM customer: atomfilms.com

To: Capitalizer who wrote (83)	10/17/2000 9:27:33 AM
From: Walter Morton	Respond to of 148

"Providing services to RollingStone.com illustrates that iBEAM is the proven leader in streaming media for the entertainment market. In addition, it shows that iBEAM is attractive to content providers because of its revenue-generating services and its ability to reach broadband users." biz.yahoo.com