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Technology Stocks : OnSale Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Gary Wisdom who wrote (3985)	4/5/1999 8:58:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 4903

>>CEO Jerry Kaplan did take issue with the comparisons to Cyberian's margins. "It would be inappropriate to assume that what Cyberian reports relates" to what Onsale is going to report, Kaplan says. "Just because they had an ad shortfall doesn't mean we will too." << Any opinions on this? Overall nice slam job by The.Street... oh well..salient points, but why does it seem like it is unfair to write like this when the company is in a quiet period?

To: Gary Wisdom who wrote (3985)	4/6/1999 10:46:00 AM
From: D.J.Smyth	Respond to of 4903

This article is goofy. 1) Ad revenue for ONSL is a very small part of their total revenue picture, 2) even if ONSL had a decrease in ad revenue by 50% its margins would fall by less than .3%, 3) implication is that since ad revenue is such a singular small part of ONSL's revenue picture, the greater probability is that ad revenue can only grow from here as the internet grows (i.e., ONSL's movement into Europe could only add to that picture), and 4)Cyberian Outpost has 130% less revenue than ONSL, yet it's market cap is only 30% less