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Non-Tech : SATH - Shop At Home -- Ignore unavailable to you. Want to Upgrade?

To: JC Reddy who wrote (1161)	2/20/1999 6:38:00 PM
From: jr	Respond to of 1329

JC - well written <eom>

To: JC Reddy who wrote (1161)	2/20/1999 9:39:00 PM
From: genejockey	Read Replies (1) \| Respond to of 1329

Well JC, We both may be right about SATH It seems to me that you're thinking longterm and I wouldn't argue with you that SATH will/may be at a price in the 30's or more in the future... I really have no idea about that although Lillie seems to be a straight up honest CEO. Me, on the other hand, I'm thinking more in terms of the next couple of days, and I really doubt it will sustain it's price or gain in that timeframe. So our views may really not be at odds. I actually believe that Lillie will indeed get a portal deal/affiliation in the future, but I just don't think Lillie has that numero uno in his mind right now. And I strongly feel that the runup was instigated by mad rumors of an imminent portal deal, w/o it, the stock will drift back down. There is only one thing that is determining the short term price of SATH right now, and that is the hope of a portal deal. Why did SATH hit the 30's earlier, cause people thought an 800lb. gorilla was going to be announced. Why did SATH take a dive the next day? Cause an 800 lb. gorilla was not announced... Nobody cared much about the disappointing earnings as internut companies aren't expected to have good earnings. It's all internet hype mumbo jumbo. It seems simple to me, people are expecting a deal this week, if it doesn't come, this stocks headed for the dumper in the short term.---- NOT HOWIE

To: JC Reddy who wrote (1161)	2/21/1999 12:51:00 PM
From: Rajiv	Read Replies (3) \| Respond to of 1329

shopathomeonline.com has been a failure. What makes you think that collectibles.com will be a success? One can even assume that collectibles.com will have a subset of stuff that is available on shopathomeonline.com Anyone can sign a deal with a portal for some $$$. It will be good for a pop but the stock will give back the gains in a few days.. One cannot help wonder if collectibles.com is a failure, what will SATH's management do next... Start another website which offers a subset of collectibles.com's products for sale - beaniebabies.com ? And this time "partner" with Sun Microsystems and IBM? SATH's internet ventures have so far been pure hype. Regards. Rajiv