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Technology Stocks
Internet Analysis - Discussion
An SI Board Since January 1999
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419 14 0
Emcee:  musea Type:  Unmoderated
Introduction Compact
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369 Agreed on all points. The point behind my "analysis", is to demonstraChuzzlewit-5/14/1999
368 Chuzzlewit, What's interesting about the Morris method of valuing internetmusea-5/14/1999
367 Translation of the method: Step 1. Assume a net margin. Step 2. Multiply thatChuzzlewit-5/13/1999
366 Here's the article from TSC.com cool Investors in Net stocks hunt endleskjhwang-5/13/1999
365 Chuzzlewit, I apologize for the link. It was the correct link, but apparentlymusea-5/13/1999
364 Musea, I think you pasted the wrong link. Thanks, CTC Chuzzlewit-5/13/1999
363 Folks, Here is a discussion of valuation metrics of internet stocks by a T. Romusea-5/13/1999
362 JBE, from what I gather about 3.1MM shares were sold as part of a secondary offChuzzlewit-5/12/1999
361 Chuzzlewit, the issue of a NITE secondary offering is apparently a non-issue: jbe-5/11/1999
360 OEM Sales - Need help Does anyone know the technicalities of OEM sales. I am trddl-5/11/1999
359 I received this excellent analyis of AOL. I repost it here. Any thoughts? To: jjhg_in_kc-5/9/1999
358 Good morning Joan, <i>Incidentally, one the hottest topics of discussionChuzzlewit-5/7/1999
357 More thoughts on NITE and SWS Chuzzlewit, I went over to the SI NITE board, trjbe-5/7/1999
356 Sorry, I should have read the thread description better! It is more for analysPostman-5/4/1999
355 Congratulations on SWS. I have some thoughts of a general nature. I think thatChuzzlewit-5/4/1999
354 EEEEK!! A spammer??!!?? jbe-5/4/1999
353 PRIT completed their merger today- Website is predictit.com This is an interesPostman-5/4/1999
352 Well, Chuzzlewit, Southwest Securities (SWS), which owns the online brokerage fjbe-5/4/1999
351 Chuzzlewit, Thanks for the note. Yes, it appears that the "big plan"musea-4/28/1999
350 Some thoughts on AOL's earnings: exchange2000.comChuzzlewit-4/28/1999
349 Chuzzlewit, <i>Funny, I wouldn't call this analysis. More like pipe musea-4/26/1999
348 Fascinating: <i>Dreman said the difficulty in projecting the future of IChuzzlewit-4/26/1999
347 Steve, Indeed lightweight. One thing these folks never seem to do is publish musea-4/25/1999
346 CTC, Interesting, though lightweight, discussion on Internet stock valuation. Steve Robinett-4/25/1999
345 Noticed an error in ads rev... Corrected analysis(?) below.... TCI All units kjhwang-4/21/1999
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