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Technology Stocks : Fatbrain.com Inc. (FATB) -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (59)	12/3/1998 10:08:00 AM
From: Jimbo Cobb	Respond to of 332

YES, LSI is KICKING SOME MAJOR BUTT !!!!!! INDI is still moving...hope you are in...Magic 25 release date is December 9 !!!! YES !!!!!!!!!!!!!!!!!! Jimbo.

To: Elwood P. Dowd who wrote (59)	12/3/1998 3:50:00 PM
From: Crossy	Read Replies (1) \| Respond to of 332

Hi fellow investors, the loss ? I'm not worried. Look at AMZN. Only losses there. The focus shift - cloture of 1 store is the right message. A strategic commitment. What I like is they doubled web revenues. The IPO will allow for faster growth. Growth - that's what I hope for. Not profits. If they show profit, then they forego growth. Web is about critical mass. You could either remain tiny and have the 0.01 profit, some P/E pundits are eagerly awaiting. Or You have the 0.10-0.50 losses per quarter and growing EXPONENTIALLY. That's what I want to see. In the past, they had to fund all their web based ads from the cashflow. Now they have enough $$$ to do some SERIOUS promotion efforts. Does anyone know where are the banner ads & links & portal deals that link to CMPL ? I for sure saw them ad Techweb. (Cahner*'s group). Any other observation ? That's what I think is important. Pls. forward anything You might see.. best regards CROSSY BTW: best valuation method for webstocks IMHO is Price to Sales (PSR). Can be further refined by just taking the current sales quarter figure and multiply it by 4 (works in non-seasonal environments like here). PSR is lower than AMZN, that's for sure <g>