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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Don Westermeyer who wrote (16606)1/6/1999 3:24:00 PM
From: clochard  Read Replies (1) of 18691
 
Buying goods and services online canabalizes other means of selling
and will result in lower margins overall. Much of the spending is
discretionary and will eventually dry up due to oversaturation. No one is willing to pay even a penny for Yahoo. Look at television. The "free" channels have turned into so much noise, and people looking
for something interesting rent videos. I can find a cheaper version
of any "service" or just cut them off with a mouse click.
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