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

To: PAL who wrote (3027)	12/31/1998 12:24:00 PM
From: D.J.Smyth	Respond to of 4903

<<Many of the big traditional stores are getting on the web like JC Penney, and soon probably Walmart, Sears, Dayton Hudson, Nordstrom stc. The barrier of entry is so low. Catalog sales are coming back via the internet. Where will that leave companies like ONSL, UBID? >> ONSL is moving to the business to b sales relative to vertical net. the number of particpants with v-net continues to grow. you have a tremendous number of small businesses without an effective largescale outlet for their goods. ONSL has thus far provided such an outlet. Yahoo's small business site is expanding - the Walmart's Sears, D-Hs, Nordstroms, et al., will find it challenging to compete on an equal basis - the net washes all that out; thus the need for congregation with the portal sites where the traffic is the most significant. this is the idea. there are Six billion people in the world. Japan has never shopped at Nordstroms or Walmart - but they do know about Softbank. Euorpe is another challenging market relative to v-net. ONSL has 140,000 visitors to their site per day. How many visit Nordstrom's site on a particular day? Will this number grow? It hasn't been going down for certain.

To: PAL who wrote (3027)	12/31/1998 1:21:00 PM
From: Sojourner Smith	Respond to of 4903

counter points: I thought AOL would would not be able to compete with local ISP. I now think the same thing will happen in the internet arena. IMO there will be only few leaders in the end. IMO cost barrier of entry will increase. Last week on Computer Chronicles someone stated the current cost to be a big player is $30 - $40 million. Advertising costs will be the factor. More internet companies will be advertising on the radio (EBAY already) and TV. When the big players start becoming more defined, more institutional money will pour in. IMO ONSL will probably be somehow merged and together the unknown combination will become one of the top players. IMO ONSL technicals have been reliable and are starting to turn toward buy. Any downturn in internet stocks will be only very temporary.