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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Chuck Rubin who wrote (6074)6/22/1999 3:16:00 PM
From: Math Junkie  Read Replies (1) of 15132
 
Sorry for being late to the party, but I want to add something to the comments others have made. You wrote:

"All I am saying is that I don't agree with Bob's "flabergasted" comments that he can't understand why the internets are trading at the values they are at. Bob is concentrating on the market "value," not the attempt of these Companys to capture market share. That's what investors are buying."

Chuck, they can't all gain market share, since it is defined as a percentage of the total market. Sooner or later, the Internet sector is going to be divided into winners and losers, and if you know with certainty which ones are going to be the winners, than your crystal ball is way better than mine. Betting that they are all going to be winners simply flies in the face of historical reality.

Personally, I'm not against some participation in the sector, as long as it is kept to a small percentage of one's portfolio, and as long as one takes profits as needed to keep it within that percentage. I do think that you are engaging in wishful thinking when you say that net stocks will not be taken down in a bear market. Investor psychology just doesn't work like that. Usually, the high beta stocks are the ones that will be taken down first.
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