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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kanetsu who wrote (51077)	4/26/2001 3:12:13 PM
From: Tradelite	Read Replies (1) \| Respond to of 57584

It's true that HOMS is high-priced, but it has been high-priced from its inception and and now it's starting to make a little money. Being over-valued has definitely not kept this puppy down--ever. MSFT can't give HOMS a better run for its money, because MSFT doesn't get the listings for free from local associations of Realtors. I think people forget (and the shorts don't know) that the content of HOMS (i.e., home listings) is unique, is a dynamic ever-changing database of information. The pipeline that feeds the content to Homestore can't be duplicated and probably is virtually a no-fail proposition businesswise.