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Microcap & Penny Stocks : Bid.com International (BIDS) -- Ignore unavailable to you. Want to Upgrade?

To: Stallion who wrote (20579)	4/14/1999 11:24:00 PM
From: Denise D	Read Replies (1) \| Respond to of 37507

Stallion, Whoa! With those numbers – I'm getting turned on too! Denise.

To: Stallion who wrote (20579)	4/14/1999 11:31:00 PM
From: Lapouc	Read Replies (1) \| Respond to of 37507

Good Try, But if you split a pie in three instead of two, each one has a lesser value. The valuation of Ebay and Ubid doesn't take into account BII. IF (IF) BII would become a major auction site the value of the others should go down. Ebay has 10 time the cash of BII and less than 9% of his share on the market(Float) 10 M on 120M same thing for UBid < 20% float compare to > 80% float for BII. You should use ratio comparison price to book and price to sale and see that BII has a long way to go to match the very optimist ratio of Ubid that has the same Business to person auction model. Price/book Price/sales Ubid 30 10 BII >100 > 50 Regards, JC

To: Stallion who wrote (20579)	4/14/1999 11:54:00 PM
From: WhatsUpWithThat	Read Replies (4) \| Respond to of 37507

First, let me say I'm long BIDS <g> and I fully believe it has legs yet. Looooong legs. However, it is worse than simplistic to simply average the market cap of two auction companies to use to value this one. - Different businesses (business-to-consumer versus consumer-to-consumer) - EBAY was the first and gets much higher valuation because it's leading, just as YHOO gets valued much higher than the other portals - BIDS is Canadian and has little mindshare in a not-uncrowded US market of auction sites, who already have US mindshare - BIDS doesn't have the bonus of a heavily-anticipated IPO; it simply starts listing on NASDAQ and IMHO as a consequence can't expect the excitement and consequent pop of the others on listing (it'll get a pop, all right, but IMHO not the 100% and up an Inet IPO gets these days) I had XCIT when it was taken out by ATHM, and LCOS as it started its run-up (before that ran out <g>). Especially LCOS, but even XCIT before its take-over, the threads were FULL of people who thought if YHOO traded at X multiple, so should XCIT/LCOS/SEEK/whatever. Things just aren't that simple. Wish they were. Dagan/GN, before you even consider using any of this to cast aspersions on BIDS, its business or chances, DON'T. I said it, I'll say it again, this is a great stock, still undervalued, still lots of room to go. I just try to stay rational on this all. WUWT