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 Network Commerce (NWKC) (Page 4)
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| Author | Topic: Network Commerce (NWKC) |
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Art Vandelay |
posted 11-04-1999 05:59 PM
 
Sorry, the correct URL is eshop.com, not eshops.com. If MSFT was smart, they would've bought both and redirected the one to the other. |
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Art Vandelay |
posted 11-04-1999 05:46 PM
I don't know of any news to account for the move. The entire net sector has been moving up sharply this week, so I'm guessing SPNW's is just along for the ride. One potential issue - Microsoft just launched a comparison shopping site: http://www.eshops.com . It's a different type of site than ShopNow, but it will be an indirect if not a direct competitor. |
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smario |
posted 11-03-1999 02:05 PM
The stock has moved pretty well the last couple days, seemingly for no apparent reason. Does anyone have an apparent reason?  |
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bobcobb |
posted 11-02-1999 03:44 PM
Here's why I think ShopNow.com will do well. This is from the article smario posted. Thanks smario! >>Although ShopNow.com's mall faces competition from the likes of Yahoo and America Online, Walker maintains that his company's e-commerce services set it apart from sites that offer little beyond advertising help. "There is a role for a company to provide end-to-end services for e-commerce and merchant services," Walker says. << This is something the other online mall competitors aren't doing, or at least aren't doing as well from what i've been reading. Shopnow also has my favorite competitive advantage in the e-commerce area, multiple revenue streams (and sustainable revenue streams) bob |
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smario |
posted 10-29-1999 02:40 PM
Check out this feature on ShopNow and Dwayne Walker from Upside. http://www.upside.com/texis/mvm/opinion/story?id=38173d7d0 |
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humanity |
posted 10-26-1999 12:35 PM
Machiavelli, it's amazing how that 25 day things reall works, isn't it? I wonder if you could take it a step further, and short companies on the 26th day, cause often time they lose some of the gains the analysts basically gave them the previous day, as SPNW is exhibiting today. If you did this religiously for every single just public company, my guess is you would come up pretty handsomely. |
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daffy |
posted 10-25-1999 05:28 PM
I agree. In the short run (but not in the long run), perception matters more than reality. Investors who don't do their homework (i.e. the majority) will think of ShopNow as an e-commerce company, and if online shopping starts to take off this holiday season ShopNow will probably rise with the e-tailers. If it doesn't, it could get punished unfairly. |
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Machiavelli |
posted 10-25-1999 03:50 PM
Wit Capital initiated coverage today with an 'Outperform' rating (the release that followed had only good things to say about SPNW, so i can only assume that rating is one of their top two). Lo and behold, the stock is having a field day. If you are surprised by this sort of thing, check out 'humanity''s post in the legal arbitrage opportunity board - stocks 25 days after their IPO are moving up like clockwork. Couple thoughts on the holiday season - I really think it's important for this company not from a revenue standpoint (considering most of their revenue comes from their b2b services), but from a public perception standpoint. If people perceive that this company survives the season well, then watch out. But if not, even if their service side grows leaps and bounds, people will only notice the slow growth on the consumer side, and the stock may dive. However, my guess is the first scenario. |
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daffy |
posted 10-20-1999 05:12 PM
I don't know what the number 100 refers to. Dude's post in July mentioned that ShopNow had 29,000 merchants, which are basically just links and brief descriptions in the revelant e-commerce categories. (check out the site and you'll see what I mean) I don't know how ShopNow differentiates between merchants and advertisers. The key is how big those 100 deals were. If they didn't reveal the numbers, we should be able to get a pretty good estimate just by watching how fast their quarterly revenues rise. |
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smario |
posted 10-20-1999 12:47 PM
ShopNow announced that they attracted 100 new advertisers in the past 90 days. Included are eBay, 800.com, GoTo.com, Ashford.com, American Express Travel, Mastercard, Macy's, Garden.com, Eddie Bauer and IBM Speech. I also read that this holiday season, online shoppers are expected to spend 6 billion according to Jupiter Communications. Not bad, unless 100 is a low number? |
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smario |
posted 10-15-1999 12:49 PM
ShopNow reported yesterday, with revenue growth of 90% since June, and an earnings loss of $.65/share. From the President: "Total revenues were 7.6 million and our gross margins were 36 for the third quarter of 1999. ShopNow.com's record pro forma revenues during the third quarter of 1999 reflect the strong acceptance of the ShopNow Network as one of the leading e-commerce networks on the Internet. Our financial results exceeded our internal expectations. ShopNow.com's financial performance during the third quarter of 1999 reflects the expansion of the ShopNow Network as well as the increasing demand for our e-commerce services from our CommerceTrust.com division." Full release: http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/10-14-1999/0001044461&EDATE= |
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smario |
posted 10-13-1999 08:44 AM
ShopNow announced yesterday that they are going to expand their e-commerce unit - more and more focus will be placed on providing the best ecommerce solutions to their current and potential customers, which I think is a real solid sign. I'm also not worried that the stock hasn't taken off since the ipo. First, it hasn't gone down, and this is great mainly because investors are increasingly able to sniff out a dog net stock near the beginning. Plus, everything I've read around the net is very positive about this company, and most feel this stock has a lot of power behind it. The common belief, though, is that the holiday season will tell us alot about the future potential success of ShopNow. |
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smario |
posted 09-30-1999 09:03 AM
Well, we only finished a little above the offering price, but i'm fine with that. I don't need yet another net company setting an original bar so high that it is unreachable again, as the price continues to fall below it. Plus, little money was left on the table. Where we are now has room for immense growth, especially with a management team like this on board. Machiavelli, good point. I will be interested to see if there is any reaction from ShopNow to Amazon's news. I did a little inquiring, but nothing yet. |
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Machiavelli |
posted 09-29-1999 02:39 PM
One more thought which came to me on the Amazon board - I am suddenly surprised that Amazon didn't decide to buy out ShopNow (either before or later) - it seems like a perfect fit. Not only would they get the instant (and new) customer base, but also the ecommerce service side of ShopNow. Thoughts? |
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Machiavelli |
posted 09-29-1999 02:35 PM
Is it possible to bring legal action against a company for the timing of a press release? Anyway, while Amazon may be a sudden competitor to ShopNow, what ShopNow has going for them (advantage) is the fact that they help sites get online. Any company can provide a forum for retail sites, but not every company has the tools to handhold companies through the beginning to end ecommerce transition. Personally, i don't mind this small increase (as opposed to huge first day gains) - little money is left on the table, few investors will lose huge, and it doesn't set the bar too high for future growth. Besides their service, watch out for ShopNow's management team - top notch! |
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