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Technology Stocks : Open Market (OMKT) -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (1086)	2/4/1999 7:25:00 PM
From: Rob	Read Replies (2) \| Respond to of 2004

Just finished listening to the CC. I agree that it sounded very upbeat - if a little undercovered by the street - almost buoyant with the Lycos deal news and the E-Christmas boost. Eichorn rightly pointed out that companies in all markets are now scrambling to bring their products to the lower-cost web channel and that OMKT is waiting for them with packaged solutions. I liked that take, obviously. That's why I like the stock so much. We'll see what the street thinks tomorrow morning. Rob

To: TLindt who wrote (1086)	2/5/1999 11:50:00 PM
From: steve poon	Read Replies (2) \| Respond to of 2004

this was posted on the yahoo board makes for some very interesting asumptions and maybe the bigger picture omkt is going for. I would like to see what you make of these comments. thanks steve The OMKT/LCOS deal is HUGE--some took my venting comments(disgruntled employee) too far and entirely misinterpreted my post. As I listened to the Conference Call and as I have read certain follow ups, it has become clear that Open Market managment wants everyone to get excited but is hesitant to spell out the deal in English. So, I probably shouldn't either. Gary seemed to say--when asked pointedly about rollout--that they weren't quite ready to execute. Perhaps they are protecting the reality from competitive curiosity. Though, I don't think there is any one else to compete in the near term. Maybe it is Lycos who needs the delay (perhaps to add certain necessary functionality?) and the competitive secrecy. Perhaps Lycos wants the functional thunder on the Street--they could use it of late. Here are a few more hints: <hint> If you can link one Transact to another off-server Transact and if the ShopSite product can link to an off-server Transact, are you passing HTML or data? <hint2> How does the above possibly relate to a search engine?!!!!!!! <hint3> If you are a buyer on the web, how do you find meaningful, current and specific product information at a search engine portal, in the sea of HTML pages--most of which are months old? <hint4> If you are a search engine--what is your primary revenue source? Would you be willing to share a portion of that for a quantum improvement in the same? Or for an additional revenue stream from commerce transactions? <hint5> Could 'Commerce Tone' include the customers' universal access to all merchants/products from one entry point? <hint6> Which is easier to do? bring the buyer to the merchants or the merchants to the buyer? <hint7> If you are going to buy commerce software in the future and are deliberating between two similar products with similar price points and similar transactional capabilities, would having access to millions of buyers delivered to your www front door be meaningful enough to choose the OMKT product? Getting the picture?!!!! OMKT and LCOS are the first on the block with a truly end-to-end commerce offering--not from the web to the ERP, but from the customer to the ERP! Indeed, Gary! "Bringing the buyer community together with the merchants". GM