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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Lee Walsh who wrote (7594)	1/30/1999 8:16:00 PM
From: jjs_ynot	Respond to of 122087

The key to Internet stock "valuation" that I have seen in several analyses are: 1) Price to Discounted Cash Flow and Cash flow growth rate 2) Revenue Growth rate Some of the big boys (Morgna Stanley and I think Legg Mason use this approach)

To: Lee Walsh who wrote (7594)	1/30/1999 8:27:00 PM
From: Ralph Cosenza	Read Replies (2) \| Respond to of 122087

Lee, please do not compare Amazon.com to Perfumania. That is like comparing General Motors to the Dollar store. Amazon has the market share for interest in books and traffic. Perfumania doesnt even have a web site yet. It opens Monday. And do you think the marketing for the web site will be free. Remember BFLY spent 750,000 dollars to have a spot on Yahoo. This company should be compared to EGGS. Please use them as a comparison. You have a better chance for people to listen to you. EGGS could not be profitable with retail stores so they went the INET. Same with PRFM with one difference. EGGS has more products and diversity. PRFM has one products perfume.