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To: Tom Allinder who wrote (21868)12/3/1998 8:56:00 PM
From: brent gephart  Read Replies (1) | Respond to of 119973
 
I agree with you. I think that a lot of analysts simply missed the boat and are not very happy. For some reason it is o.k. for MM and SOAS to run CSCO, DELL, INTC and others up to 4, 5 even 10 times their revenue. But, its not o.k. for day traders to run internet stocks up to 4 or 5 times revenue. Yes some are over done such as YHOO, AMZN and EBAY but the funny thing is these are the ones the analysts like. What?

Look at COOL and EGGS trading only 2 to 3 times estimated next years revenue and falling fast. Their revenues are exploding. I only use these as an example.

Secondly, why are YHOO and the ISP tier one companies. The e-commerce stocks are already making more money than any of the supposed tier one companies except AMZN.

Someone needs to send these people to business school. I have my degrees.

Brent