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Non-Tech : Cendant Corporation (NYSE:CD) -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (2703)	11/30/1998 5:43:00 PM
From: VALUESPEC	Read Replies (1) \| Respond to of 3627

<<Valuspec: Your post indicated you don't think CD sells stuff on the internet.>> That is true. CD puts the info on the internet and acts as a middleman, but they do not make a profit on product which is sold. They make a profit via the membership fees. It does not matter to CD if internet sales quadrupple, if membership's to its internet services does not increase. CD gets paid based on memeberships, not on sales. Amazon.com, however, makes or loses money based on sales of its books and music selections, etc. In Amazon's case, more sales could result in more immediate profits (or loses in their case !). When other internet companies are rising because of increased sales, don't expect CD to share in the glory in the same way because of its different model. Although I think CD's model is superior, the market is not in love with them, yet. NTBK, an internet bank, is an interesting internet stock. Their market is growing fast, and unlike many internet stocks, they are doing it profitably. I don't have any, but for an internet stock, I do find it interesting. I am holding mostly CD and CD calls, some KELL, and just a bit of CUBE and SKYC. I'm finally making money again, for this year. Although not the lofty levels I held for most of the year, at least I am up! CD: $ 19.00 VALUESPEC