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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: pala who wrote (596)11/9/1999 11:16:00 PM
From: Mike Buckley  Read Replies (3) of 1817
 
I'll pose two questions about the B2B stocks. I don't have the answers because I haven't studied them closely, but I suspect I know the answers without studying the space. I do believe anyone thinking in investing in the b2B stocks needs to consider asking the questions and determining the answer.

Is the B2B industry undervalued?
If so, is it possible that there are too many dollars chasing too few companies, resulting in overvalued companies?

By the way, that's exactly what the revised manual's authors say about the Internet stocks. Their ultimate answer to the two questions: "You do the math."

--Mike Buckley
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