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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (1924)	6/28/1999 10:35:00 AM
From: Enam Luf	Read Replies (2) of 4337

<<june 22 and internet stocks continue to climb>> we are still down 30-40% off highs on many net leaders... <<my valuation work is based on the underlying growth of the industry and all metrics lead to earnings (or lack of)>> I have no doubt that some of the net plays will indeed become profitable, just not profitable enough to justify their valuations. I don't believe that enough risk is being discounted into the projections that are being used to justify prices based on estimated earnings 5-10 years from now... the party is over for the net sector.... and it's a long, bumpy road back down the mountain. -enam

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