RE: UKNM: 'lastminute share plunge catastrophe/disaster'

[Robin Edwards]

But will the wake up call only hit the pure-play dot-coms?


Interesting article at:


http://www.ecommercetimes.com/news/viewpoint2000/view-000322-1.shtml


which shows (albeit with dubious research) that even the highest value 

dot-coms cannot go on making a loss forever (now there's a revelation...) 

and the suggestion that Amazon.com will run out of cash within a fairly 

short space of time is scary indeed.


But what about the profit making e-commerce ventures? There are many UK 

e-commerce sites with 7+ figure revenues each month, and phenomenal growth 

rates, that may get caught up in the fall-out and receive unfairly low 

valuations as a result. Or it could go the other way, of course, with 

profitability finally becoming desirable again. Did someone say dividends?


Robin


--

Robin Edwards

Clockworx

T: +44 1543 252370           F: +44 1543 420761

E:

robinclockworx [dot] co [dot] uk

     W: http://www.clockworx.com/ W2: 

http://www.shopworx.net/


On Wednesday, March 22, 2000 3:59 PM, Mohammed Raja 

[SMTP:

mohammedupmystreet [dot] com

] wrote:

> Greed is good...so believes the Lastminute.com investor, time for reality

> the market thinks...only one winner here !

>

> By setting the float price at the high end, Lastminute set themselves up 

for

> a fall, along with the greedy investors out there !

>

> It's the wake up call dot coms needed.

>

> Mohammed Raja

>

>

> -----Original Message-----

>

From: ownerchinwag [dot] com [ownerchinwag [dot] com]On">mailto:ownerchinwag [dot] com]On Behalf Of Paul Gill

> Sent: 22 March 2000 10:19

>

To: uk-netmarketingchinwag [dot] com

> Subject: Re: UKNM: 'lastminute share plunge catastrophe/disaster'

>

>

> At 16:56 21/03/00 -0000, you wrote:

> >Prepare to see their shares rise in the next few months.

>

> Why? They are valued at around 460m as I write this (probably less by the

> time it reaches the list). Isn't that enough for a company who has found 

it

> difficult to convert users to buyers, and who is losing money hand over

> fist?

>

> If you show me the sums whereby you can sensibly get from the number of

> *purchasers* at LastMinute, and their average spend on the site, to a

> valuation of above 250m then I'll take you out for dinner at a posh 

London

> restaurant.

>

> [Sam says: msg chopped...]



~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

post new media vacancies for free

uknm-jobschinwag [dot] com

 				*******************

 sponsor the uk-netmarketing list and website, contact

saleschinwag [dot] com

 for more details.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

  To unsubscribe or change your list settings go to

http://www.chinwag.com/uk-netmarketing or

helpchinwag [dot] com