Stocks related to the internet. The wwweb is in its infancy and still growing and changing. Companies in this field, able to grow marketshare with it will be king, IMO, and beat any other investment. The trick of course is picking those Companies that will be the dynamic leaders in their sector of the internet. The CGMI's, the AOL's, the Ciscos', the Inktomis', etc., etc., etc., And of course the MSFT's that are entering the internet revolution. They may curl under from the affects of a bear market if it happens, but they will roar back with a vengence and regain their tremendous valuation ratios, they are not, IMO, a flash in the pan, nor is the/ internet a momentary fad. The internets are not the biotechs of the past.
Chuckr |