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Technology Stocks : Avalon Group, Inc.

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To: Madeleine Harrison who wrote (1369)	8/8/1999 12:40:00 AM
From: Eric Fader	Read Replies (1) of 1530

Thanks, Mads. I've also bookmarked the HLTH, ONHN and MCNS threads, and it's interesting watching people over there trying to figure out what's wrong with their stocks. Seems pretty clear to me that the air is slowly escaping from the stocks of the "information providers" who don't have much to sell other than advertising. I stated on the KOOP thread that I give them 4-8 months before it's clear to everyone that the emperors have no clothes, but I'm now thinking it'll be more like 3-4 months than 8. If STAY can pick up the pace a bit, the shakeout may occur even more quickly. -Eric

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