Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Avalon Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: OFW who wrote (1123)	5/14/1999 5:25:00 PM
From: Eric Fader	Respond to of 1530

The key, to me, is competition (plenty of it for WebMD, with the likes of Dr. Koop, Mediconsult, the Mayo Clinic, and many others providing one-way health information) vs. NO competition for STAY's primary products and services. I believe that analysts will fall over when they understand what STAY is trying to do, and again when they see it actually accomplished.

To: OFW who wrote (1123)	5/15/1999 2:57:00 AM
From: Madeleine Harrison	Read Replies (2) \| Respond to of 1530

It seems to me that WebMD and STAY have an entirely different revenue base. It will be very interesting to see which of those produces the strongest revenue and profit stream in the years ahead. They don't call you Offie The Thorn for nothing! This is, IMO, the very key difference between STAY and all others. Let's elaborate further: HLTH scooped up WebMD today from under Microsoft. Spending a fortune to do this, their stock was up up..what? 26% or something? Get it, folks! These are companies with no serious revenues other than ads on their sites. They have no portfolio of patents as STAY does. They don't have 20m people hitting their sites each month, and growing daily. They don't have the multitude of continuous revenue streams that STAY has and is daily developing. StayHealthy.com is where people will MONITOR their health and wellness. This is consumer* involvement, this is different.* We will see a myriad of serious revenue producing streams, a vastly profound difference from ANY other company in the Internet health industry. StayHealthy.com will be the standard by which the investment bankers and market measure all others in the field. -MH