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Technology Stocks : UBID - an IPO spinoff of Creative Computers -- Ignore unavailable to you. Want to Upgrade?

To: Kip518 who wrote (455)	1/31/1999 5:14:00 PM
From: SHGLaw	Respond to of 581

It's certainly one point of view. I wish I had the link, but last week someone on a yhoo thread posted a link to an article written by the president of cisco systems who wrote that the net is a revolution comparable to the industrial revolution, one that permeates the activity of essentially everything we do and which will forever alter our economy and lives. A good article from the other side. I spent a few years saying the bubble would burst, that this was no different than biotechs, just another flash in the pan. Until I realized that all my rationalizing wasn't changing what was happening. My 94 year old father, together with his altacaca cronies, all had computers and were online (porno sites, I suspect). But the point became clear to me that fighting this was missing the point. It's here, it's happening whether we admit it or not, and it has indeed changed everything. So I put my arms around it and embraced it. And not only has it paid off handsomely, if for nothing but the time being, but it has proven to me, everytime I secretly started to think that maybe the bubble will burst, that there is such a groundswell of support and belief, eluding many business writers because they simply can't adequately explain it or make it fit into their theories, a whole new groundswell of support and activity came about that left me breathless. I don't know where, or when, it will stop, but for me it has changed my entire point of view as to commerce. I now cannot imagine life with the net, and believe strongly that we are still in its infancy with so much promise yet to be developed. Just my view. Time will tell. SHG

To: Kip518 who wrote (455)	2/2/1999 6:52:00 AM
From: SHGLaw	Read Replies (2) \| Respond to of 581

Kip, yesterday was another example of uBid tracking eBay. There was no reason for this, but eBay led uBid all over the place yesterday as people continue to tie the two together. Some believe this is good for uBid, some bad. I fall into the latter category, as I think uBid is a much better company. But either way, it demonstrates what you said about people confusing the two even though they have nothing to do with each other but for the fact that they are in the same general sector. While I am not disappointed with their management of the company in general, I am unhappy with uBid's lack of news or PR to distinguish themselves from their competition. They do not appear to be capable as yet of marketing and branding themselves to set them out from the crowd. I anticipated that they would be doing this with a vengeance after the IPO quiet period was over, but there has been a defeaning silence from the company. They don't seem to have a problem with this, thinking that over time their performance will prove the point. I disagree. Performance is great, but never neglect information and public opinion. Branding on the net is a paramount concern and uBid's stock price, IMO, is a reflection of their willingness to allow the company to be dragged along with eBay or simply be part of the group for the moment. If they thought otherwise, it would seem that they would do something about it. SHG