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To: Glenn D. Rudolph who wrote (23491)10/28/1998 6:48:00 PM
From: Raiders  Respond to of 164684
 

We keep talking about analyst and how they like the internet stocks. They all like the stocks in tandem and not one of them is willing to go out and put a sell on any of the internet stocks. Regardless of the valuations and regardless of anything they will continue to hype the stocks and they will be no end to it.
Here are the analysts:

ABN AMRO: Scott Appleby
BancBoston: Robertson Stephens:Keith Benjamin, Lauren Levitan
Bear Stearns: Scott Ehrens
BT Alex Brown:Shaun Andrikopoulos
CIBC Oppenheimer: Henry Blodget
CS First Boston: Lise Buyer
Dain Rauscher & Wessels : Mitchell Bartlett
Donaldson, Lufkin & Jenrette : Jamie Kiggen
veren Securities: Anthony Blenk
Hambrecht & Quist: Genni Combes
Merrill Lynch: Jonathan Cohen
Morgan Stanley Dean Witter: Mary Meeker
NationsBanc Montgomery Securities: Steve Horen
Needham & Company: Dalton Chandler
Prudential Securities: Amy Ryan
Volpe Brown Whelan: Derek Brown
Wheat First Union: Miles Russ

Ever seen anyone of them try to put a outright sell on any internet stock? I almost will be sure that these analyst don't even know the
difference between an Internet and a Extranet.
Raiders










































To: Glenn D. Rudolph who wrote (23491)10/28/1998 8:14:00 PM
From: e. boolean  Read Replies (1) | Respond to of 164684
 
Glenn -

>>How many of the 4.5 million made a purchase in the last 9 months? Oh well...

Here's a try. From the report:

1.2 million new customers, and 64% of orders were from repeat customers -->

1.2 million new customer-orders = (.36)total orders -->

total orders = 3.3 million (at an average of $46.60/order)

2.1 million repeat customer-orders (from ? repeat customers).

2/5ths of orders from new customers.

e.b.



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