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Strategies & Market Trends : Waiting for the big Kahuna
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To: Jorj X Mckie who wrote (43452)9/13/1999 10:53:00 AM
From: pater tenebrarum  Read Replies (1) of 94695
 
there's also the fact that bear market rallies are more often than not very swift and sharp...and i firmly believe the nutz are still in a bear market. there have been many false starts in the group ever since the april highs.
note that fundamentally speaking it becomes more and more evident that these companies will have a hard time ever to make money...e-commerce is battling with constant margin erosion, while the rest depends on advertising revenues precisely from the e-commerce group that's in so much trouble. the internet is a great thing - for consumers. making money from the internet ain't easy. on the advertising front,click-through rates are plummeting, putting enormous pressure on ad rates. in fact it seems as though internet advertising is a non-starter in terms of effectiveness. the game can only go on as long as WS is prepared to underwrite the mounting losses. soon it will be 'show-me' time.
when that day comes, a lot of paper wealth will disappear overnight...the nutz insiders are meanwhile selling out at MULTIPLES OF REVENUES, yes that's right, revenues.
my advice: sell all the rallies...in the end only a handful of these companies will survive, and it is still doubtful whether the survivors will ever make a decent buck.
one last thing: the number two most frequented topic on the 'net is finance and investing - guess what happens in a bear market?
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