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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 (10759)	12/29/1998 4:12:00 PM
From: MeDroogies	Respond to of 25711

I'm talking advertising. Right now, their cost of sale is 50%, minimum. That is too high. They can't start to really generate revenue until they get that down. That isn't possible with 24/7. I am sure their marketing team is quite good... But I'm in the internet biz too...the reality of good vs. effective are 2 very different things. Effective on the internet is rare. My view on all internet stocks is: make money now...if you can. I have yet to see one (aside from AOL or YHOO) that is priced in a reasonable fashion (even they are unreasonable, but at least they have substance). The problem with the internet: it is a true market. As such, profit margins will eventually be razor thin. Anyone who knows how to make money in retail will thrive here, eventually. And the competition will always be VERY TOUGH.