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Technology Stocks : Egghead Computer (EGGS) -- Ignore unavailable to you. Want to Upgrade?

To: James H. Irwin who wrote (6364)	1/27/1999 11:52:00 PM
From: Annette	Respond to of 8307

I meant his Egghead stores failed...I was surprised that he let them get so slaughtered by the big stores like CompUSA--the stores tried to hold their own for awhile...but the prices couldn't compare. Oh well, as far as the stock and the Egghead site, there is more to go up than down... At least I'm long on my AOL, it takes the sting out of my undercooked EGGS....

To: James H. Irwin who wrote (6364)	1/27/1999 11:55:00 PM
From: Jma	Respond to of 8307

This is one of the best and intelligent analysis on EGGS. Most of the messages posted here are GARBAGES!

To: James H. Irwin who wrote (6364)	1/28/1999 12:05:00 AM
From: Alan Smithee	Read Replies (1) \| Respond to of 8307

James: Great post. BTW, I missed selling my ONSL at 108, due to a poorly timed diaper change.... I did get a 3-banger out of it though, and I ain't complaining.

To: James H. Irwin who wrote (6364)	1/28/1999 12:25:00 AM
From: RON BL	Read Replies (3) \| Respond to of 8307

Good message also to Annete from the Yahoo board ! ( I am not the person who posted this message but would be interested in your response) If you are a member of SI, please post this message: by: Snicman 56319 of 56320 To Annette and others: 1. George Orban WAS NOT THE CEO DURING THE BRICK AND MORTAR YEARS OF EGGHEAD!!!!! Orban had a large holding of Egghead stock and was called out of retirement in Provence to come back to the States and takeover leadership at Egghead. His past business experience was as a turnaround artist with Roth stores and some computer retail outfit. 2. THIS IS NOT THE SAME MANAGEMENT TEAM AS RAN EGGHEAD INTO THE GROUND!!!!!! Orban has hired his own management team and from the reporting I've seen over the past 8 months, it's an outstanding group of professionals...in marketing, branding, use of technology, financials, service delivery and, most of all, in execution of a business plan. So Annette and others on SI, please stop whining about Orban and management having run Egghead into the ground when it was bricks and mortar...all of those people are history!

To: James H. Irwin who wrote (6364)	1/28/1999 8:01:00 AM
From: Anaxagoras	Read Replies (1) \| Respond to of 8307

Hello Jim. Couple comments on that nice ranting post. ;-) <<...check the RS of EGGS, don't have my IBD at the time I write this but I am sure it is >90. >> I took IBD for a couple years and stopped last year, so I've been using a watered down version of it over on MSN. Here's what they have: Change Relative Strength 3 Month 154.0% 99 6 Month 21.6% 85 12 Month 123.7% 97 <<What did we see on this thread...guesstimates of 80-90+ million in revs...come on. >> Hey, hey- now that's not fair, kickin' in with that perfect hindsight. <<...lamenting over their inability to trade their way out of a wet paper bag....>> Now, I don't think that I've been publicly lamenting this inability; but I will concede that, with respect to trading EGGS, not only have I been able to extricate myself from that bag you mentioned, I've also been flailing around trying to remove this wet noodle that's wrapped around my head. Sheesh. Ignored the TA at my peril. This was an excellent point: <<Think about it...today we saw EBAY go up what $3.25 billion...ex-ing out the cash for EGGS (I presume still at 58 million) we get EBAYs increase in market cap...increase only...equal to 8 times the current valuation of EGGS....>> However, EBAY is in a very, very different business, IMO. On a different topic, in the case of a trunaround, which is really what EGGS is, you always have 4 quarters of crappy comps- and nowadays things are compounded by the proliferation of computerized screening. For instance, check out some of the "Research Alerts" over on the MSN site. Rather amusing. <<Alerts appear throughout Investor and highlight important information about stocks or funds. Research alerts On 01/27/99: It was reported that the net profit margin of EGGS decreased by at least 10%. On 01/27/99: Analysis of its most recent QUARTERLY financial results show that REVENUE growth for EGGS was at least 10% less than its five-year average revenue growth rate. >> Unlsess you have the intelligent human element there to point out the ongoing vs. discontinued biz numbers, things look awful instead of cheery. Anaxagoras

To: James H. Irwin who wrote (6364)	1/28/1999 11:28:00 AM
From: Big Dog	Respond to of 8307

OT*******Dear Jim: In my mind, you're example is misdirected. One has to buy BGP at these levels. Yes, AMZN is in vogue. But, how long can this insanity last? AMZN loses money on each transaction. No one knows what the "winning" e-commerce business model will ultimately look like. But the model for books is probably a combination of bricks & mortar and the internet. In a few months, it's very likely that at today's prices, you'll make money buying BGP and lose money buying AMZN.