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Technology Stocks
Internet Analysis - Discussion

An SI Board Since January 1999

Posts	SubjectMarks	Bans
419	14	0

Emcee: musea	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
69	Thanks for your comments Joe. A couple of points need to be made. I pointed out	Chuzzlewit	-	2/2/1999
68	"R&D and marketing benefits are expected to be annually occuring for	Joe E.	-	2/2/1999
67		violatrader	-	2/2/1999
66	Holy moley.....makes me think I am back at business school... laugh....and I	MaryinRed	-	2/2/1999
65	Well, I have a couple of comments and you might see them as criticisms, I suppo	Joe E.	-	2/2/1999
64	Congratulations Musea! You started a thread that has made it to the hot list!:	Chuzzlewit	-	2/2/1999
63	Yes, Reginald, I read the article. And I agree with much of what you said, alth	Chuzzlewit	-	2/2/1999
62	The acid test for an expense is to determine whether the benefit derived from t	Reginald Middleton	-	2/2/1999
61	Good points. <Ingram sells to AMZN, and so long as AMZN is able to fund i	Reginald Middleton	-	2/2/1999
60	Reginald, if you think about it you will see that the only way this scheme can	Chuzzlewit	-	2/2/1999
59	You didn't read that article I suggested, did you? Just for the exercise,	Reginald Middleton	-	2/2/1999
58	On the R+D subject, I think R+D is a capital expenditure. It is not a real es	Joe E.	-	2/2/1999
57	Joe, I don't use them to get a market discount rate per se. Rather, I use t	Chuzzlewit	-	2/2/1999
56	All too true! That's why I am a believer in free cash flow. Now we have had	Chuzzlewit	-	2/2/1999
55	OK, I understand the YPEG, CNPEG and CNPEG2 calculations. Is there some way to	Joe E.	-	2/2/1999
54	If AMZN can maintain float on sales (not necessarily float on expaning sales)	Reginald Middleton	-	2/2/1999
53	The problem with PEG ratios and formulas is that they fail to reconcile account	Reginald Middleton	-	2/2/1999
52	Joe, the positive cash flow isn't from operations. It is actually from the	Chuzzlewit	-	2/2/1999
51	Yeah, they borrow from their vendors at zero percent and lend to their bank at	Joe E.	-	2/2/1999
50	Yes, here is an example: Stock NY Earnings Est Growth F'w'd P/E	Chuzzlewit	-	2/2/1999
49	Joe, Since many Internet businesses take advantage of the float, maybe we shoul	Steve Robinett	-	2/2/1999
48	Mary, I obviously understand the advertising model. My suggestion was that th	Steve Robinett	-	2/2/1999
47	Steve: I did mention a Ponzi scheme, but only said it was LIKE a Ponzi scheme,	Joe E.	-	2/2/1999
46	Joe, You comment about AMZN, <i>Because they get paid within 30 days by	Steve Robinett	-	2/2/1999
45	The Onsale model is an advertising model. Suppose I opened a site that sold 1 d	Reginald Middleton	-	2/2/1999

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