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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (5598)	12/30/1998 7:39:00 AM
From: valueminded	of 78783

James / Mike You might want to reconsider shorting the Internets. Not because they are not overvalued but for precisely that reason. I do not believe that anyone thinks internets are fairly valued. You would be hard pressed to make a case for 10% of their current value - which is precisely the problem. I believe that everyone knows this which is why the contrarian play (imo) is to sit by the wayside and wait till everyone says - hey these are reasonable values and generate some kind of cash flow model to prove it.

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