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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (3515)	11/12/1998 7:24:00 PM
From: AnnieO	Respond to of 4509

Michelle, I think that onsl holds their inventory on a consignment basis. I don't know if this makes a difference in your thoughts on the company. AnnieO

To: Lizzie Tudor who wrote (3515)	11/12/1998 7:53:00 PM
From: Elmer	Respond to of 4509

MH, Don't do it. No risk reward.

To: Lizzie Tudor who wrote (3515)	11/12/1998 10:02:00 PM
From: LLCoolG	Respond to of 4509

Michelle, I wholeheartedly concur with your INKT and ONSL calls. INKT could potentially get knocked off, but they have been way ahed in their niche for some time. They have been plagued witbad PR and great technology. Internal changes seem to be helping with their PR. ONSL seems undervalued in terms of price to sales. And their business model is not as clean as E-Bay, but they generate their money in a more consumer-friendly way (no commissions) and have a tremendous future if they can generate the industrial auctioning they envision. Can you imagine if in a couple of years that ONSL is auctioning blocks of the new routers and switches offered by Cisco and Lucent? Frightening new and efficient pricing paradigm.... Regards, G