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

To: Hyperpy who wrote (3121)	1/4/1999 5:43:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 4903

It states the research dated prior to 9/1/98. It's not on bloombergs today, so if you can't provide a link... I'm not disputing the info in the so called report, it would be nice to see a link of some type. the report is not even clear as to who prepared it. the copywright is 1998. If the publish date is 1/4/99, then why a copywright in 1998?

To: Hyperpy who wrote (3121)	1/4/1999 5:54:00 PM
From: sam	Respond to of 4903

It echoes what BBRS has been saying for some time -- so its not new. Every week they issue an update (available for etrade members). This caution re ONSL may be somewhat related to the hesitance of ONSL's management to nudge the Street higher during December for this quarter's revs. Some viewed that as ONSL simply wanting the numbers to be beaten by a mile. Others viewed it differently. FWIW, AMZN's management had the same hesitance -- so we'll see what happens there, too. I know I've said this before, but comparing ONSL and EBAY's margins is very, very misleading. EBAY is simply a glorified, albeit very successful, classified service -- charging for the placement of the classified ad itself by the seller. They never touch the products sold. Never see them. Don't collect revenues from their sale. They advertise, run a site and collect revs from sellers. High margins. ONSL actually buys surplus equipment and resells it. So there margins are low, but their revenues reflect the reselling price. High revenues. And with regard to their person to person YHOO service, they get a portion of the ad revenues charged to those placing ads at the site (not the sellers of the products).