| To: jach who wrote (24) | 1/14/1999 1:48:00 AM | | From: jach | | | | |
CSCO down again today. Btw, looks like it is not a bad idea to re-post all the posts back here for record that is in one place. |
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| To: jach who wrote (26) | 1/14/1999 9:16:00 AM | | From: Scott Kleinhans | | | |
Morning jach
Yesterday would have been a perfect opportunity for you buy some more CSCO on the dip.. :)
Yesterdays close 95 7/8 today premarket bid 99 1/4.
Scott |
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| To: jach who wrote (30) | 1/30/1999 1:06:00 PM | | From: jach | | | |
Shares of television-based retailer Shop At Home skyrocketed 44 percent Friday on
news the company
plans to unveil Internet expansion plans and partnerships during a live
national broadcast Feb.10.
The stock (SATH) rose 5 1/4 to 17 1/8.
Shop At Home, which already offers online
shopping through its site at
shopathomeonline.com, said after the
market closed Thursday that the announcement will
be seen on the Shop At Home Network and the
Echostar DISH and Primestar satellite services.
It will also be simulcast on a new Web site
launching Monday, sath.com.
The company will also release its fiscal second
quarter earnings during the broadcast.
President and Chief Executive Kent Lillie said in a statement that Shop At
Home chose to release the news this way "because our concept can best
be presented in a multimedia format and because of the broad
marketplace interest in our company and our plans."
Lillie told CBS.MarketWatch.com the company didn't go out and make
Internet deals as a reaction to the sector's recent surge. He said the plans
were made "a long time ago." The rise is Net stocks is just "a happy
coincidence," he said.
The executive added that Shop At Home's cable television subscriber
base of 60 million viewers gives it a platform that Internet-only companies
don't have.
Lilllie doesn't see the Internet business cannibalizing the TV side, because
"ultimately it's all the same thing." He says the Internet will ultimately thrive
as a streaming video medium. "It'll be just like television," he said. "When
you watch TV, you don't see a still picture. You see a continuing video
image."
Shop At Home is the nation's third-largest TV shopping retailer after
Comcast (CMCSK) and Liberty Media's (LBTYA) QVC and Barry
Diller's (USAI) Home Shopping Network.
----------------------------
SATH is a much better deal compared to AMZN. The comment that made :
"the Internet will ultimately thrive
as a streaming video medium. "It'll be just like television," he said. "When
you watch TV, you don't see a still picture. You see a continuing video
image."
This comment should bring reality into those no-clue analysts that yelling and making it
reasonable logic to think that the Internuts can demand this kind of stratospheric prices.
There are only a few things that can be sold using still image like BOOKS, many others
require streaming video and then it's basically like TV. What's going to happen is that
many established large companies will reap most of the benefits of the base and
presence that AMZN and the likes had spent zillions to create. imo. |
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| To: jach who wrote (34) | 2/4/1999 2:32:00 AM | | From: jach | | | |
CSCO mkt cap larger than IBM. CSCO is way overpriced. Look for CSCO to
come
down substantially this year. Sutro is smart in downgrading, they see the value. Look at
the numbers for IBM and CSCO. One will see IBM with almost 10 times of CSCO
revenue and size but surprisinly less than CSCO valuation is a good value where else
CSCO is definitely way way overpriced. imo.
quote.yahoo.com
quote.yahoo.com
IBM
===
For the 3 months ended 12/31/98, revenues were 25.131B; after tax earnings were
2,346.
CSCO
====
Net sales for the second quarter were 2.83B. Pro forma net income, which excludes the
write-off of purchased in-process R&D discussed below, was $606 million |
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