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Subject: RE: UKNM: 'lastminute share plunge catastrophe/disaster'
From: Robin Edwards
Date: Thu, 23 Mar 2000 17:01:20 GMT

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

Interesting article at:


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 Edwards
T: +44 1543 252370 F: +44 1543 420761
E: robinatclockworx [dot] co [dot] uk W: http://www.clockworx.com/ W2:

On Wednesday, March 22, 2000 3:59 PM, Mohammed Raja
[SMTP:mohammedatupmystreet [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
> a fall, along with the greedy investors out there !
> It's the wake up call dot coms needed.
> Mohammed Raja
> -----Original Message-----
> From: owneratchinwag [dot] com [owneratchinwag [dot] com]On">mailto:owneratchinwag [dot] com]On Behalf Of Paul Gill
> Sent: 22 March 2000 10:19
> To: uk-netmarketingatchinwag [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
> 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
> restaurant.
> [Sam says: msg chopped...]

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