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Technology Stocks : Cyberian Outpost (Symbol: COOL) -- Ignore unavailable to you. Want to Upgrade?

To: CGarcia who wrote (437)	12/7/1998 4:21:00 PM
From: Karl W Terry	Read Replies (1) \| Respond to of 1932

............../Q298/ /Q398/ /Q498/ /Q199/ /Q299/ Q399(ended nov31) Net sales..../4.62/ /6.09/ /8.08/ /11.56/ /17.03/.... a (mill) per day...../51.4/ /67.7/ /89.7/ /128.5/ /189.3/.... b (thousands) Projected from polynomial fit (a,b) (25.38,282) (by me) IMO these are VERY conservative! I do agree that the net sales will grow exponentially through the next several quarters. Plug in estimates of 350, 400, 500, 600 thousand/day for Q3 99 and estimate the growth rate and project numbers for Q4 99 and you'll see.. Also, note the increase in growth from Q4 98, to Q1 99 (after xmas) is 43.1% and Q1 99 to Q2 99 47.3% compared to Q3 98 to Q4 98 (31.8%) Hence, one may expect continued growth throughout. (Source for net sales figs: Market Guide report) KT

To: CGarcia who wrote (437)	12/7/1998 9:40:00 PM
From: Nelson Chang	Read Replies (3) \| Respond to of 1932

$1 million day was the Monday following Thanksgiving weekend. During the total 4 day weekend, total net sales were 900% that of the previous year. These internet stocks are experiencing sequential growth, meaning that sales aren't likely to decrease. Hence, $1 million/day will shortly be surpassed for every day. It's incredible that this stock only has a market cap of $500 million, because all COOL has to do to even justify that valuation is make $1.37 million/day, which is not far away. And we all know that internet stocks have market caps in multiples of revenues. The explosion will come when investors realize that COOL is not only experiencing sequential growth, but that COOL's growth is ACCELERATING. That type of financial momentum is heavily rewarded on Wall Street, as seen by DELL, AMZN, YHOO, etc. The only unknown is how much they are paying for the heavy advertising. However, if they can demonstrate that they are gaining market share, then the expenses will be justified and cheered by wall street regardless of the hit they take on earnings. We also need to see that COOL's growth is outpacing EGGS and other competitors. If it can do that, then it will prove it is in the lead, and Wall Street will value it as the leader.