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To: Alomex who wrote (5007)	12/23/1997 6:46:00 PM
From: the Druid	Respond to of 27307

I find your analysis fairly convincing. However, we should not forget NSCP went public during a prolonged boom in the market. Now with overall growth projected to slow down and the trouble in the world financial system, the overall market may not be as favorable as two years ago. So the time period for the valuation to come down may be shorter than what it takes to slow down the growth. Still, caution is never enough in shorting this kind of growth leaders.

To: Alomex who wrote (5007)	12/23/1997 7:44:00 PM
From: Keith J	Read Replies (2) \| Respond to of 27307

Hmmm. Maybe you better explain the math to me (or is this some new type of math - aka internet math - <G>). $27 million in revenues this quarter? Where did you come up with that? That is way above anything I had seen here before (more like $22 million), and I think those numbers may even be optimistic. That would also be a huge jump from last quarter's $17 million. Have you seen new deals inked that would lead to large chunks of new revenue? How fast are ad rates falling? How many hits a day are they running? KJ

To: Alomex who wrote (5007)	12/23/1997 8:35:00 PM
From: PeterGx	Read Replies (1) \| Respond to of 27307

May be I am missing something,(and I mean that) but would not one expect a company making 4 mil in profits on 20something mil in sales to be worth well well well bellow 3+ billion (market cap) In college I delivered pizza for a joint that pulled in 1.5 mil a year (I do not think the owners expected to get 165,000,000 when they sold the place) What is PEG, anyway? Cheers! PeterGx (just noticed you were talking quarterly while this is annual, but it's for demonstration purposes only anyway)