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Technology Stocks : OnSale Inc. -- Ignore unavailable to you. Want to Upgrade?

To: zurdo who wrote (2633)	12/21/1998 7:03:00 PM
From: sam	Read Replies (1) \| Respond to of 4903

Holiday sales have been booming -- not just on ONSL, but for other etailers as well. But what really strikes me, is that people think that it'll go down just because it went up so much today. What they keep forgetting is that ONSL is heading into the most lucrative area of I NET business: business to business auctions. If (and that's a big IF) they can successfully make the transition, it'll be worth (IMO, of course) at least 8 times what it is trading for at the moment. Maybe a lot more than that. YHOO thinks ONSL will be the major player. Others agree. BTW, a lot of shorts will doggedly try to stop the momentum. Many are probably already seriously under water. Articles will be written. Pre opening positions will be frantically entered UNDER the market to try to sway investors. I just don't think it'll work. FWIW

To: zurdo who wrote (2633)	12/21/1998 7:06:00 PM
From: KM	Read Replies (4) \| Respond to of 4903

No, really, I am not short. I have no shorts at all, anywhere. I just post interesting stuff when I find it. You need to hear the other side of things from time to time so you don't get blindsided.

To: zurdo who wrote (2633)	12/21/1998 7:13:00 PM
From: Jim Duffett	Read Replies (1) \| Respond to of 4903

If she says she is not short, I believe her. I suffered along with her in Iomega, and she was always honest there and not afraid to post something that didn't paint the company in a positive light. I however am long here and will continue to be. The more people who don't get it, the more room we have to go. Getting a grip on an internet company right now is like catching water with a net. It IS the companies that adapt and change with a medium that is still defining itself will be the winners. C'mon, last week there was an article to sell yahoo because ads are not growing as fast as TV did in its early days. That is short sighted. They have unbelievable leverage in being the site with the most eyeballs. For arguments sake, if they bought Onsale or another etailer and created a storefront with 145,000,000 sets of eyeballs a day... Onsale's management has shown its willingness to change and enter new markets. Even tee times for God's sake. Who cares that it may be a bust, to stand still is to die and they are doing anything but standing still. I absolutely LOVE what Kaplan is doing these days. Every single quote for a while now and every news release has included the phrase " Business to Business". Way to go! He is breaking the old "Oh, they sell used computers" and differentiating the company from eBay. If people start to take to it and then they drop the VerticalNet/Onsale site on them, people will start to think of Onsale as a Leader of a previously undefined segment and we will carry a huge premium as others do. JMHO, Duff