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

To: Alastair McIntosh who wrote (28791)	4/29/1999 6:45:00 PM
From: Cameron	Read Replies (1) \| Respond to of 37507

Yeah.. yeahh.. that's what I meant. It has been a long day/week... OK... I don't think $6million Cdn. invalidates the exercise. In the near term it obviously has some impact.... in the big picture... not too much!! Marketing cost???? I agree... might increase in excess of what I presented... as I indicated... what-if are key to this. I only presented one picture. If they contra billboards with other internet entities, increase reliance on direct e-mail similar to uBid and egghead, cut down on price promotion.... they probably don't have to accelerate spending too much. I believe they are already spending more that uBid (as I said I'm a bit fried right now so don't quote me)... Also, the marketing costs for the B2B and global strategies would be implicitly included in the estimates for those developments... not in the details which were just for the North American B2C model. In any event, the simple point I was trying to make was that you can apply some level of fundamental analysis to internet stocks... which was what the original message I responded to was all about. As I said at the start.... "Just a QUICK ANALYSIS...". The point was, using bid.com as an example, that current share prices and potentially higher share prices are not outside the realm of rational valuation of future earnings potential.