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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Don Savage who wrote (10757)12/29/1998 3:36:00 PM
From: MeDroogies  Read Replies (3) | Respond to of 25711
 
Hate to bust your bubble...but this one has a long way to go.
One thing about the big boys (YHOO, XCIT) is that they have their own sales team. This one doesn't. It uses 24/7. 24/7 is VERY GOOD, but they keep a very large % of the revenue they generate. In addition, they discount the # of page visits their sites actually generate. This diminishes the value of each site by a proportion (not entirely calculable, either, since it is subjective).
It's a great idea, but it has a long way to go before it's a legit play. If you make some short term cash on it, great. But I don't see it as a real player.



To: Don Savage who wrote (10757)12/30/1998 9:55:00 AM
From: John  Read Replies (1) | Respond to of 25711
 
SLEU may be something, but check out FLYR today. Already over a million shares traded, and this is a good internet stock. Check out this analyst/EPS link at quicken. This may explode once word gets out.

quicken.com