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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: kathyh who wrote (493)	3/28/1999 11:40:00 AM
From: lebo	Respond to of 108040

Kathyh, Just to add to your strong point on ONEM. In terms of upside potential vis-a-vis adding on customes, ONEM is a better market. And this is not in factored in its current price.

To: kathyh who wrote (493)	3/28/1999 11:49:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 108040

Kathy, my initial take on ONEM's valuation ($1,400 per customer) only related to the underwriter pricing. Based on Friday's close, the market is valuing ONEM at $2,024 per customer. I have updated my analysis at: Message 8569320 I also am confused by Steve Harmon's comments. With apologies to Steve, it appears that he has not spent much time with the S-1. Also, GEEK is much smaller than ONEM and the others yet it commands a premium (though it is profitable).

To: kathyh who wrote (493)	3/28/1999 11:52:00 AM
From: Kimberly Lee	Read Replies (1) \| Respond to of 108040

ALRIGHT! I get post 500