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To: smolejv@gmx.net who wrote (4725)	11/27/1998 1:44:00 PM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

BAMM. "AMZN: ... - post from US is VERY expensive" DJ: try this: www.amazon.de re: BAMM Has anyone a clue who's winning and who's losing with this internet-stock-game? I agree with John that there is nothing (n.o.t.h.i.n.g.) what these companies have to offer in traditional matters like earnings - not today and not in 10 years. I don't understand this - it must be an "typical" American phenomenon. Happy weekend - if some should be here at all... Jury

To: smolejv@gmx.net who wrote (4725)	11/27/1998 1:52:00 PM
From: John Harton	Read Replies (1) \| Respond to of 11051

DJ RE: Internuts Redux I chose AMZN as an example because you can compare to "bricks and mortar" competition, whereas with Yahoo for example... I do have some doubts about online retail because of the "pure competition" environment and the development of "lowest price available" search engines. IMHO those with proprietary or franchise controlled products will profit most. Anyway, being still somewhat intrigued by the possibility of employing straddles with the internuts I came up with this scoring formula: {current stock price less most detectable ttm support level} divided by {cost of put plus cost of call(at same strike and expiration)} multiplied by the stock's beta. The higher the score the better the candidate for a straddle. The idea being that should the internut correction occur you want the biggest drop for the cheapest combined option price.....or should wild speculation continue(not being able to forecast how high) you want a high beta to give you the best chance with the time constraints an option possesses. Thus in the AMZN example you have ( 215-~70)\(34+35) x 3.01=6.32. I intend to test Infoseek, Lycos etc. but don't foresee doing any real trades til after the potential beginning of year rally (should history repeat). BWDIK etc. Comments welcome. Re: AMZN By all means, if the're selling at a loss, as a consumer, why not shop there? For myself, I prefer the interaction of real human contact but then when I left grad school we were still punching holes in cards to enter data. Heck, if I had a website it would be "Luddites.com". (^_^) -One stuffed turkey John