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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (848)	12/17/1998 4:52:00 PM
From: Mr. Jens Tingleff	Read Replies (1) \| Respond to of 57584

Internet travel: PTVL See this article: cbs.marketwatch.com But also this cut from their latest 10Q which shows that going online not necessarily mean higher profits - Though read also the whole 10Q for explanation to television costs that may disappear. The table: Three Months Ended Nine Months Ended ------------------- ------------------- Sept 30, Sept 30, Sept 30, Sept 30, 1998 1997 1998 1997 --------- --------- --------- --------- Revenues: Online................................ 70.6% 45.8% 65.4% 41.7% Television............................ 29.4% 54.2% 34.6% 58.3% --------- --------- --------- --------- Total revenues................... 100.0% 100.0% 100.0% 100.0% --------- --------- --------- --------- Cost of revenues: Online................................ 29.4% 26.7% 29.7% 26.4% Television............................ 22.2% 42.7% 26.9% 42.8% --------- --------- --------- --------- Total cost of revenues........... 51.6% 69.4% 56.6% 69.2% --------- --------- --------- --------- Gross profit............................ 48.4% 30.6% 43.4% 30.8% --------- --------- --------- --------- Operating expenses: Marketing and sales................... 99.8% 59.5% 104.9% 44.8% Research and development.............. 18.5% 14.7% 18.1% 11.9% General and administrative............ 31.1% 30.3% 32.8% 29.2% --------- --------- --------- --------- Total operating expenses......... 149.4% 104.5% 155.8% 85.9% --------- --------- --------- --------- Loss from operations.................. -101.0% -73.9% -112.4% -55.1% Interest income (expense), net.......... 16.0% -0.5% 12.7% 0.0% --------- --------- --------- --------- Loss before income taxes.............. -85.0% -74.4% -99.7% -55.1% Income tax expense...................... 0.2% 0.0% 0.3% 0.0% --------- --------- --------- --------- Net loss................................ -85.2% -74.4% -100.0% -55.1% ========= ========= ========= ========= Very nice to be able to analyze on filing entities :-)

To: Rande Is who wrote (848)	12/17/1998 4:59:00 PM
From: R Hamilton	Read Replies (1) \| Respond to of 57584

>>>Fancy Jewelry = SME where are you? Furniture, household = SME again, SEARS, JCPenney? <<< the clocks ticking on SME.....i've always liked shopping there. i'm holding a substantial amt of shares that i bot at a much higher price. seems that their name is worth more than for them to just file bankruptcy. i can't help but think they've got something up their sleeve, and in some way, "someone" is taking advantage of this stock price created by their very well publicized problems. i thought there was limited downside at 1.5 with a 52wk low of 1....now, at 1/2, i might as well hang in there (although the term "go for broke" keeps popping into my head)<G> rhonda