To: Joe Pirate who wrote (837 ) 1/14/1999 4:41:00 AM From: sakura Respond to of 1932
As everyone know, at last conference call she said last 2 weeks of Quater sales was extremely strong relative to the rest of Quarter. Plus the fact sometime in Dec, they record new highest sales record of over $1 million, actually I think it was 1.3 something. Here is what I post before, Net sales for A1999Q1 A1999Q2 E1999Q3 E1999Q4. 11,56 17.03 27.00 90.00 (Million) E1999Q3 is based on 300.000/day sales E1999Q4 is based on 1 million/day sales These are the same growth rate as AMZN. I am not saying AMZN is worth 9 billion MKT Cap. But COOl is gonna be 3 Billion MKT Cap in few years if my rough estimate would be right. I expected last Quarter based on my excitement regarding 1 million/day sales. I said 27.00. But the fact was 23.50. I was disappointed in the short term perspective. But I am quit confident about Q4's 90.00 MIl. Net sales for A1999Q1 A1999Q2 A1999Q3 E1999Q4. 11,56 17.03 23.50 90.00 (Million) Even though my target price in 2 years is $100, it looks like it would be frenzy buy during Q4 announcement. By the way, my target price in 2 years is based on this, Don't worry about any short position on COOL. In few years the price would triple. I made a some rough comparison between COOL and Best Buy. Current MKT Cap for COOL 787 Mil and BBY 5290 Mil. In 5 to 10 years sales of these Co. will cross. But think about Profit Margin of these Co. Conservatory, BBY will grow 10% a year in 5 years. 8.52 billion. So will do COOL(Become 8.52 Billion). 12 times from at this point. In this Christmas online retail sales was 2% of overall sales, 300% up from sales in 1997. In 5 years it would be at least 30% of overall sales. I like COOl's management, since their marketing efforts are excellent. CGarcia, I like what you posted. But looks like so many people....? Good luck and don't be addictive to online trade. Chao!!! Hi everyone , CMGI, AOl, COOL, Way to go!!!!!!! check out CMGI's web site. TRIPLE whithin this year.