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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (896)	5/8/1998 12:15:00 PM
From: TLindt	Read Replies (3) \| Respond to of 2882

Back to E-Trade...I'll comment here because that entire thread is consumed on how to, or not to execute an order On Line... Jubak's Journal Git Out the Branding Iron Brand power will help cull the winners among hot Internet companies. Can ETrade, Yahoo! and Amazon.com corral enough customer loyalty? "In the year 2000 when ETrade has its 1 million accounts, the difference between Scenario 1 and Scenario 2 is a rather extreme one -- a revenue stream worth $7.3 billion vs. one of $2.2 billion. If I value the company based on the present value of its revenue stream (assuming that the company doesn't add to the 41 million shares outstanding), the stock in 2000 is worth either $178 a share or $54. And please note that this lower value still assumes reasonable success on ETrade's part -- 1 million customers who like the company's product enough to stick around for an average of five years. Even $54 is by no means guaranteed. I've gone through this analysis not to knock ETrade, but because I think it shows an investor precisely what numbers are important in analyzing any Internet stock." investor.msn.com