Dear Mephisto, Thanks for your kindly reply.
Luckily my investments are not in the internet sector, but I am heavily at the datacom (CSCO, LU, NT), SUNW, MSFT, and chip companies. Since the wild fire of internet is burning toward the fence of my yard last weekend, I am really feel the pressure (just as you said). Especially for yesterday, the telcom's were broken down due to the concerns of excessive bandwidth that they are building now by the analysts. To me, it really looks like a domino effect, and the fence of my yard is finally on fire.
Let me be more serious, I disagree with the argument that the internet infrastructure companies will not be affected by the internet stocks. If all the inet companies have trouble with their stock prices, they will have problem to raise the money for the growth since most of them are still losing money everyday. If there is not enough demands created by them to use up the additional bandwidth, how good can the rest of the internet infrastructure companies be (unless Uncle Sam is willing to chip in). So, as you can see, I do have a point for my concern.
Lucinos |
