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Technology Stocks : SkyMall (SKYM) -- Ignore unavailable to you. Want to Upgrade?

To: Street Walker who wrote (638)	12/29/1998 8:55:00 PM
From: Tom Hua	Respond to of 987

SW, I don't know if you have followed e-commerce companies for a long time. If you do, you must realize by now that companies have discovered that the huge sums of money paid to the portals are not worth it at all. Take for example, NTKI/CDNW (soon to merge) are exclusive music sellers and/or have marketing agreements with all the major portals including Yahoo, Lycos, Infoseek, Excite, AOL, AOL Japan, AOL Europe, Netscape, Disney, Ticketmaster, VH-1, MSN, ABC, Webcrawler, Tripod, Geocities, Rolling Stone Network, Microsoft Plaza, iVillage, @Home, AT&T Worlnet, CBS's TNN and many many more. Now go look at their revenue growth, disappointing is an understatement. In the meantime, they have to pay tens of millions of dollars to these portals. These companies sell music CDs and videos, something that everyone buys regularly, not some "overpriced junk" (to quote a certain poster this morning) sold by SKYM. Please understand that I have no intention of dissuading you. But to others who may think they have found a potential e-commerce player in SKYM, my advice is to think real hard. When SKYM was trading at $4 last week, it wasn't a bad deal. At $40, think about donating the money to charity before investing in SKYM. Both can be written off on the tax returns, at least money to charity is for a good cause. Regards, Tom